ClientFirst Wealth Management’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
Q2 | $304K | Sell |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $292K | Hold |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $212K | Sell |
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|
2022
Q3 | $551K | Buy |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $279K | Buy |
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