CMP
Coston McIsaac & Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Hold |
459
| – | – | 0.02% | 247 |
|
|
2025
Q1 | $69K | Hold |
459
| – | – | 0.02% | 232 |
|
|
2024
Q4 | $75K | Hold |
459
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $76 | Hold |
459
| – | – | 0.02% | 219 |
|
|
2024
Q2 | $69K | Sell |
459
-296
| -39% | -$44.5K | 0.02% | 220 |
|
|
2024
Q1 | $119K | Hold |
755
| – | – | 0.04% | 159 |
|
|
2023
Q4 | $117K | Hold |
755
| – | – | 0.04% | 155 |
|
|
2023
Q3 | $102K | Hold |
755
| – | – | 0.04% | 163 |
|
|
2023
Q2 | $106K | Hold |
755
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $103K | Hold |
755
| – | – | 0.04% | 167 |
|
|
2022
Q4 | $104 | Hold |
755
| – | – | 0.04% | 169 |
|
|
2022
Q3 | $97K | Hold |
755
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $103K | Buy |
+755
| New | +$103K | 0.06% | 94 |
|