Carlton Hofferkamp & Jenks Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $276K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $437K | Sell |
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|
2020
Q4 | $393K | Sell |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q4 | $321K | Buy |
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