CJM Wealth Advisers’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 | $359K | Buy |
2,274
+1
| +0% | +$158 | 0.12% | 50 |
|
|
2025
Q1 | $343K | Buy |
2,273
+1
| +0% | +$151 | 0.12% | 49 |
|
|
2024
Q4 | $373K | Buy |
2,272
+2
| +0.1% | +$328 | 0.13% | 47 |
|
|
2024
Q3 | $379K | Sell |
2,270
-148
| -6% | -$24.7K | 0.13% | 44 |
|
|
2024
Q2 | $365K | Buy |
2,418
+4
| +0.2% | +$604 | 0.13% | 42 |
|
|
2024
Q1 | $383K | Buy |
2,414
+2
| +0.1% | +$318 | 0.15% | 42 |
|
|
2023
Q4 | $375K | Buy |
2,412
+40
| +2% | +$6.21K | 0.17% | 42 |
|
|
2023
Q3 | $322K | Buy |
2,372
+5
| +0.2% | +$678 | 0.16% | 41 |
|
|
2023
Q2 | $333K | Buy |
2,367
+3
| +0.1% | +$422 | 0.17% | 38 |
|
|
2023
Q1 | $324K | Buy |
2,364
+4
| +0.2% | +$548 | 0.18% | 38 |
|
|
2022
Q4 | $327K | Buy |
2,360
+5
| +0.2% | +$693 | 0.2% | 39 |
|
|
2022
Q3 | $304K | Buy |
2,355
+5
| +0.2% | +$645 | 0.22% | 41 |
|
|
2022
Q2 | $320K | Buy |
2,350
+2
| +0.1% | +$272 | 0.22% | 41 |
|
|
2022
Q1 | $379K | Buy |
2,348
+3
| +0.1% | +$484 | 0.26% | 40 |
|
|
2021
Q4 | $389K | Buy |
+2,345
| New | +$389K | 0.28% | 41 |
|