Cassaday & Co 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
Q3 | $111M | Buy |
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|
2025
Q2 | $97.3M | Buy |
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|
2025
Q1 | $91.8M | Buy |
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|
2024
Q4 | $99M | Buy |
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|
2024
Q3 | $98.9M | Buy |
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|
2024
Q2 | $88.3M | Buy |
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|
2024
Q1 | $90.1M | Buy |
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|
2023
Q4 | $86.2M | Buy |
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|
2023
Q3 | $71.1M | Buy |
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|
2023
Q2 | $72.9M | Buy |
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|
2023
Q1 | $69.3M | Buy |
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|
2022
Q4 | $66.2M | Buy |
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