Cascade Financial Partners’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 | $794K | Buy |
5,032
+3,594
| +250% | +$567K | 0.1% | 129 |
|
|
2025
Q1 | $217K | Sell |
1,438
-13
| -0.9% | -$1.96K | 0.03% | 227 |
|
|
2024
Q4 | $238K | Sell |
1,451
-10
| -0.7% | -$1.64K | 0.03% | 217 |
|
|
2024
Q3 | $243K | Sell |
1,461
-4
| -0.3% | -$665 | 0.03% | 215 |
|
|
2024
Q2 | $223K | Hold |
1,465
| – | – | 0.03% | 215 |
|
|
2024
Q1 | $220K | Buy |
+1,465
| New | +$220K | 0.03% | 214 |
|