CWM
ClientFirst 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 | $304K | Sell |
1,930
-500
| -21% | -$78.9K | 0.31% | 34 |
|
|
2025
Q1 | $367K | Sell |
2,430
-1
| -0% | -$151 | 0.42% | 26 |
|
|
2024
Q4 | $399K | Buy |
+2,431
| New | +$399K | 0.4% | 22 |
|
|
2023
Q3 | $205K | Sell |
1,526
-500
| -25% | -$67.1K | 0.25% | 31 |
|
|
2023
Q2 | $292K | Hold |
2,026
| – | – | 0.35% | 21 |
|
|
2023
Q1 | $273K | Buy |
2,026
+500
| +33% | +$67.4K | 0.36% | 20 |
|
|
2022
Q4 | $212K | Sell |
1,526
-2,190
| -59% | -$304K | 0.27% | 24 |
|
|
2022
Q3 | $551K | Buy |
3,716
+595
| +19% | +$88.2K | 0.68% | 16 |
|
|
2022
Q2 | $425K | Buy |
3,121
+1,400
| +81% | +$191K | 0.65% | 18 |
|
|
2022
Q1 | $278K | Hold |
1,721
| – | – | 0.26% | 24 |
|
|
2021
Q4 | $279K | Buy |
+1,721
| New | +$279K | 0.25% | 24 |
|