Curtis Advisory 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 | $552K | Buy |
3,502
+305
| +10% | +$48.1K | 0.14% | 71 |
|
|
2025
Q1 | $483K | Buy |
3,197
+199
| +7% | +$30K | 0.14% | 68 |
|
|
2024
Q4 | $492K | Buy |
2,998
+152
| +5% | +$25K | 0.13% | 66 |
|
|
2024
Q3 | $475K | Sell |
2,846
-29
| -1% | -$4.84K | 0.13% | 66 |
|
|
2024
Q2 | $438K | Sell |
2,875
-24
| -0.8% | -$3.66K | 0.15% | 66 |
|
|
2024
Q1 | $460K | Buy |
2,899
+65
| +2% | +$10.3K | 0.18% | 65 |
|
|
2023
Q4 | $440K | Sell |
2,834
-636
| -18% | -$98.8K | 0.2% | 64 |
|
|
2023
Q3 | $470K | Buy |
3,470
+186
| +6% | +$25.2K | 0.16% | 62 |
|
|
2023
Q2 | $462K | Buy |
3,284
+82
| +3% | +$11.5K | 0.15% | 61 |
|
|
2023
Q1 | $439K | Buy |
3,202
+145
| +5% | +$19.9K | 0.16% | 61 |
|
|
2022
Q4 | $424K | Buy |
3,057
+341
| +13% | +$47.3K | 0.17% | 58 |
|
|
2022
Q3 | $350K | Buy |
2,716
+74
| +3% | +$9.54K | 0.14% | 63 |
|
|
2022
Q2 | $360K | Buy |
+2,642
| New | +$360K | 0.14% | 59 |
|