Brown Wealth Management’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 | $936K | Buy |
5,935
+3,171
| +115% | +$500K | 0.29% | 52 |
|
|
2025
Q1 | $417K | Buy |
2,764
+288
| +12% | +$43.5K | 0.14% | 66 |
|
|
2024
Q4 | $406K | Sell |
2,476
-186
| -7% | -$30.5K | 0.14% | 57 |
|
|
2024
Q3 | $444K | Sell |
2,662
-11
| -0.4% | -$1.84K | 0.16% | 56 |
|
|
2024
Q2 | $407K | Buy |
2,673
+343
| +15% | +$52.2K | 0.16% | 58 |
|
|
2024
Q1 | $370K | Buy |
2,330
+3
| +0.1% | +$476 | 0.15% | 61 |
|
|
2023
Q4 | $361K | Buy |
+2,327
| New | +$361K | 0.16% | 61 |
|
|
2023
Q3 | – | Sell |
-2,507
| Closed | -$353K | – | 92 |
|
|
2023
Q2 | $353K | Buy |
+2,507
| New | +$353K | 0.18% | 66 |
|