CTWM
Cherry Tree Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Hold |
1,043
| – | – | 0.04% | 171 |
|
|
2025
Q1 | $157K | Hold |
1,043
| – | – | 0.04% | 173 |
|
|
2024
Q4 | $171K | Hold |
1,043
| – | – | 0.04% | 166 |
|
|
2024
Q3 | $174K | Sell |
1,043
-86
| -8% | -$14.3K | 0.04% | 171 |
|
|
2024
Q2 | $172K | Hold |
1,129
| – | – | 0.04% | 165 |
|
|
2024
Q1 | $179K | Sell |
1,129
-247
| -18% | -$39.2K | 0.05% | 167 |
|
|
2023
Q4 | $214K | Hold |
1,376
| – | – | 0.06% | 147 |
|
|
2023
Q3 | $187K | Hold |
1,376
| – | – | 0.05% | 145 |
|
|
2023
Q2 | $194K | Buy |
+1,376
| New | +$194K | 0.06% | 144 |
|