Connecticut 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
Q3 | $776K | Sell |
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|
2025
Q2 | $755K | Sell |
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|
2025
Q1 | $794K | Hold |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $905K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $400K | Sell |
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|
2021
Q3 | $552K | Buy |
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|
2021
Q2 | $569K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $430K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $744K | Buy |
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|
2019
Q3 | $691K | Buy |
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|
2019
Q2 | $673K | Buy |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $334K | Buy |
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|
2018
Q3 | $405K | Buy |
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|
2018
Q2 | $407K | Sell |
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|
2018
Q1 | $369K | Buy |
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|
2017
Q4 | $390K | Buy |
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|
2017
Q3 | $380K | Buy |
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|
2017
Q2 | $356K | Hold |
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|
2017
Q1 | $349K | Buy |
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|
2016
Q4 | $360K | Buy |
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|
2016
Q3 | $311K | Buy |
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