Concord Wealth Partners’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 | $1.78K | Buy |
11
+6
| +120% | +$971 | ﹤0.01% | 729 |
|
|
2025
Q1 | $794 | Hold |
5
| – | – | ﹤0.01% | 741 |
|
|
2024
Q4 | $861 | Hold |
5
| – | – | ﹤0.01% | 816 |
|
|
2024
Q3 | $870 | Hold |
5
| – | – | ﹤0.01% | 852 |
|
|
2024
Q2 | $790 | Hold |
5
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $820 | Hold |
5
| – | – | ﹤0.01% | 799 |
|
|
2023
Q4 | $799 | Hold |
5
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $689 | Hold |
5
| – | – | ﹤0.01% | 965 |
|
|
2023
Q2 | $716 | Hold |
5
| – | – | ﹤0.01% | 971 |
|
|
2023
Q1 | $693 | Hold |
5
| – | – | ﹤0.01% | 926 |
|
|
2022
Q4 | $698 | Buy |
+5
| New | +$698 | ﹤0.01% | 1132 |
|