Clearstead Advisors’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 | $2.97M | Sell |
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|
2025
Q2 | $2.65M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $3.8M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $1.52M | Buy |
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|
2023
Q4 | $1.47M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $989K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $945K | Sell |
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|
2021
Q2 | $981K | Buy |
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|
2021
Q1 | $943K | Buy |
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|
2020
Q4 | $739K | Sell |
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|
2020
Q3 | $561K | Sell |
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|
2020
Q2 | $575K | Sell |
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|
2020
Q1 | $515K | Buy |
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|
2019
Q4 | $806K | Buy |
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|
2019
Q3 | $747K | Sell |
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|
2019
Q2 | $883K | Buy |
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|
2019
Q1 | $639K | Buy |
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|
2018
Q4 | $573K | Buy |
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|
2018
Q3 | $706K | Sell |
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|
2018
Q2 | $730K | Hold |
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|
2018
Q1 | $675K | Buy |
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|
2017
Q4 | $696K | Sell |
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|
2017
Q3 | $689K | Buy |
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|
2017
Q2 | $655K | Sell |
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|
2017
Q1 | $653K | Buy |
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|
2016
Q4 | $656K | Buy |
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