Culbertson A N & Co’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
Q2 | $822K | Hold |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $828K | Hold |
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|
2024
Q2 | $756K | Hold |
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|
2024
Q1 | $789K | Buy |
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|
2023
Q4 | $758K | Hold |
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|
2023
Q3 | $662K | Hold |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $660K | Buy |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $555K | Buy |
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|
2022
Q2 | $577K | Hold |
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|
2022
Q1 | $684K | Sell |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $734K | Hold |
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|
2021
Q2 | $760K | Hold |
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|
2021
Q1 | $731K | Hold |
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|
2020
Q4 | $604K | Hold |
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|
2020
Q3 | $455K | Buy |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $507K | Sell |
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|
2019
Q3 | $476K | Sell |
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|
2019
Q2 | $496K | Hold |
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|
2019
Q1 | $494K | Sell |
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|
2018
Q4 | $471K | Hold |
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|
2018
Q3 | $582K | Hold |
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|
2018
Q2 | $577K | Hold |
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|
2018
Q1 | $533K | Buy |
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|
2017
Q4 | $528K | Hold |
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|
2017
Q3 | $521K | Hold |
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|
2017
Q2 | $499K | Hold |
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|
2017
Q1 | $496K | Hold |
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|
2016
Q4 | $499K | Hold |
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|
2016
Q3 | $440K | Hold |
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|
2016
Q2 | $409K | Sell |
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|
2016
Q1 | $398K | Hold |
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|
2015
Q4 | $393K | Sell |
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|
2015
Q3 | $390K | Sell |
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|
2015
Q2 | $447K | Buy |
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|
2015
Q1 | $452K | Hold |
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|
2014
Q4 | $445K | Sell |
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|
2014
Q3 | $412K | Hold |
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|
2014
Q2 | $455K | Sell |
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|
2014
Q1 | $467K | Hold |
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|
2013
Q4 | $461K | Sell |
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|
2013
Q3 | $432K | Hold |
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|
2013
Q2 | $405K | Buy |
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