CM Wealth 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 | $6.22M | Sell |
|
|||||
|
2025
Q2 | $6.07M | Sell |
|
|||||
|
2025
Q1 | $5.93M | Sell |
|
|||||
|
2024
Q4 | $6.74M | Sell |
|
|||||
|
2024
Q3 | $7.38M | Buy |
|
|||||
|
2024
Q2 | $6.54M | Sell |
|
|||||
|
2024
Q1 | $8.2M | Buy |
|
|||||
|
2023
Q4 | $7.41M | Sell |
|
|||||
|
2023
Q3 | $6.66M | Sell |
|
|||||
|
2023
Q2 | $9.87M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $6.85M | Buy |
|
|||||
|
2022
Q3 | $5.12B | Sell |
|
|||||
|
2022
Q2 | $6.82M | Buy |
|