Center for Financial Planning’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 | $751K | Sell |
4,760
-11
| -0.2% | -$1.74K | 0.09% | 78 |
|
|
2025
Q1 | $720K | Buy |
4,771
+11
| +0.2% | +$1.66K | 0.09% | 76 |
|
|
2024
Q4 | $781K | Hold |
4,760
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $794K | Sell |
4,760
-120
| -2% | -$20K | 0.11% | 64 |
|
|
2024
Q2 | $743K | Hold |
4,880
| – | – | 0.11% | 65 |
|
|
2024
Q1 | $775K | Hold |
4,880
| – | – | 0.12% | 66 |
|
|
2023
Q4 | $758K | Sell |
4,880
-30
| -0.6% | -$4.66K | 0.14% | 64 |
|
|
2023
Q3 | $666K | Sell |
4,910
-350
| -7% | -$47.4K | 0.14% | 65 |
|
|
2023
Q2 | $741K | Buy |
5,260
+30
| +0.6% | +$4.22K | 0.16% | 62 |
|
|
2023
Q1 | $717K | Sell |
5,230
-373
| -7% | -$51.1K | 0.17% | 59 |
|
|
2022
Q4 | $777K | Buy |
5,603
+7
| +0.1% | +$971 | 0.19% | 58 |
|
|
2022
Q3 | $721K | Hold |
5,596
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $762K | Sell |
5,596
-4,600
| -45% | -$626K | 0.19% | 59 |
|
|
2022
Q1 | $1.65M | Buy |
10,196
+4,600
| +82% | +$743K | 0.34% | 30 |
|
|
2021
Q4 | $929K | Sell |
5,596
-48
| -0.9% | -$7.97K | 0.19% | 59 |
|
|
2021
Q3 | $904K | Sell |
5,644
-219
| -4% | -$35.1K | 0.22% | 52 |
|
|
2021
Q2 | $972K | Sell |
5,863
-43
| -0.7% | -$7.13K | 0.24% | 49 |
|
|
2021
Q1 | $942K | Hold |
5,906
| – | – | 0.25% | 49 |
|
|
2020
Q4 | $778K | Sell |
5,906
-422
| -7% | -$55.6K | 0.22% | 49 |
|
|
2020
Q3 | $629K | Sell |
6,328
-1,038
| -14% | -$103K | 0.2% | 52 |
|
|
2020
Q2 | $718K | Buy |
7,366
+4,806
| +188% | +$468K | 0.25% | 47 |
|
|
2020
Q1 | $210K | Buy |
+2,560
| New | +$210K | 0.07% | 105 |
|