Cornerstone Planning Group’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 | $146K | Buy |
908
+4
| +0.4% | +$644 | 0.03% | 106 |
|
|
2025
Q1 | $129K | Sell |
904
-112
| -11% | -$16K | 0.03% | 120 |
|
|
2024
Q4 | $171K | Buy |
1,016
+3
| +0.3% | +$506 | 0.04% | 79 |
|
|
2024
Q3 | $169K | Buy |
1,013
+4
| +0.4% | +$667 | 0.04% | 80 |
|
|
2024
Q2 | $156K | Buy |
1,009
+1,007
| +50,350% | +$155K | 0.04% | 95 |
|
|
2024
Q1 | $309 | Hold |
2
| – | – | ﹤0.01% | 990 |
|
|
2023
Q4 | $311 | Sell |
2
-14
| -88% | -$2.18K | ﹤0.01% | 827 |
|
|
2023
Q3 | $2.17K | Buy |
+16
| New | +$2.17K | ﹤0.01% | 644 |
|
|
2022
Q4 | $11.1K | Buy |
+77
| New | +$11.1K | ﹤0.01% | 600 |
|