Destination Wealth Management’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 | $205K | Buy |
+1,298
| New | +$205K | 0.01% | 243 |
|
|
2025
Q1 | – | Sell |
-1,292
| Closed | -$212K | – | 239 |
|
|
2024
Q4 | $212K | Buy |
+1,292
| New | +$212K | 0.01% | 226 |
|
|
2019
Q2 | – | Sell |
-105
| Closed | -$13K | – | 652 |
|
|
2019
Q1 | $13K | Buy |
+105
| New | +$13K | ﹤0.01% | 434 |
|
|
2018
Q4 | – | Sell |
-111
| Closed | -$15K | – | 617 |
|
|
2018
Q3 | $15K | Buy |
+111
| New | +$15K | ﹤0.01% | 425 |
|