Curtis Advisory Group’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 | $624K | Buy |
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|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $483K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $460K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $462K | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $424K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $360K | Buy |
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