Concord Wealth Partners’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 | $2K | Hold |
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|
2025
Q2 | $1.78K | Buy |
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|
2025
Q1 | $794 | Hold |
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|
2024
Q4 | $861 | Hold |
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|
2024
Q3 | $870 | Hold |
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|
2024
Q2 | $790 | Hold |
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|
2024
Q1 | $820 | Hold |
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|
2023
Q4 | $799 | Hold |
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|
2023
Q3 | $689 | Hold |
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|
2023
Q2 | $716 | Hold |
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|
2023
Q1 | $693 | Hold |
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|
2022
Q4 | $698 | Buy |
|