Certified Advisory Corp’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 | $367K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $341K | Hold |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $857K | Sell |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $889K | Buy |
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|
2022
Q2 | $917K | Buy |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $997K | Buy |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q2 | $118K | Buy |
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|
2020
Q1 | $99K | Buy |
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $141K | Buy |
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|
2019
Q1 | $141K | Buy |
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|
2018
Q4 | $126K | Buy |
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|
2018
Q3 | $156K | Buy |
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|
2018
Q2 | $154K | Hold |
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|
2018
Q1 | $142K | Buy |
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|
2017
Q4 | $20K | Buy |
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