Brighton Jones LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $726K | Buy |
4,603
+981
| +27% | +$155K | 0.02% | 409 |
|
2025
Q1 | $547K | Sell |
3,622
-1
| -0% | -$151 | 0.02% | 369 |
|
2024
Q4 | $595K | Buy |
3,623
+91
| +3% | +$14.9K | 0.02% | 352 |
|
2024
Q3 | $589K | Sell |
3,532
-305
| -8% | -$50.9K | 0.02% | 294 |
|
2024
Q2 | $584K | Buy |
3,837
+200
| +5% | +$30.5K | 0.02% | 321 |
|
2024
Q1 | $578K | Sell |
3,637
-620
| -15% | -$98.5K | 0.02% | 319 |
|
2023
Q4 | $661K | Buy |
4,257
+2,551
| +150% | +$396K | 0.03% | 267 |
|
2023
Q3 | $231K | Sell |
1,706
-105
| -6% | -$14.2K | 0.01% | 467 |
|
2023
Q2 | $255K | Sell |
1,811
-60
| -3% | -$8.45K | 0.01% | 443 |
|
2023
Q1 | $256K | Sell |
1,871
-2
| -0.1% | -$274 | 0.01% | 415 |
|
2022
Q4 | $260K | Sell |
1,873
-78
| -4% | -$10.8K | 0.02% | 370 |
|
2022
Q3 | $251K | Buy |
1,951
+158
| +9% | +$20.3K | 0.01% | 367 |
|
2022
Q2 | $244K | Buy |
1,793
+142
| +9% | +$19.3K | 0.01% | 379 |
|
2022
Q1 | $266K | Buy |
1,651
+33
| +2% | +$5.32K | 0.01% | 397 |
|
2021
Q4 | $269K | Buy |
1,618
+10
| +0.6% | +$1.66K | 0.01% | 407 |
|
2021
Q3 | $258K | Sell |
1,608
-250
| -13% | -$40.1K | 0.01% | 393 |
|
2021
Q2 | $308K | Buy |
1,858
+312
| +20% | +$51.7K | 0.02% | 348 |
|
2021
Q1 | $246K | Buy |
+1,546
| New | +$246K | 0.01% | 356 |
|