Center for Financial Planning’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 | $842K | Hold |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $720K | Buy |
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|
2024
Q4 | $781K | Hold |
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|
2024
Q3 | $794K | Sell |
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|
2024
Q2 | $743K | Hold |
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|
2024
Q1 | $775K | Hold |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $666K | Sell |
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|
2023
Q2 | $741K | Buy |
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|
2023
Q1 | $717K | Sell |
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|
2022
Q4 | $777K | Buy |
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|
2022
Q3 | $721K | Hold |
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|
2022
Q2 | $762K | Sell |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $929K | Sell |
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|
2021
Q3 | $904K | Sell |
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|
2021
Q2 | $972K | Sell |
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|
2021
Q1 | $942K | Hold |
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|
2020
Q4 | $778K | Sell |
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|
2020
Q3 | $629K | Sell |
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|
2020
Q2 | $718K | Buy |
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|
2020
Q1 | $210K | Buy |
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