CCG 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 | $216K | Hold |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $636K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $620K | Hold |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $533K | Buy |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $564K | Sell |
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|
2019
Q3 | $668K | Buy |
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|
2019
Q2 | $652K | Buy |
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|
2019
Q1 | $602K | Buy |
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|
2018
Q4 | $405K | Buy |
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