DHJJ Financial Advisors’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 | $33.3K | Hold |
211
| – | – | 0.01% | 407 |
|
|
2025
Q1 | $31.9K | Buy |
211
+85
| +67% | +$12.8K | 0.01% | 376 |
|
|
2024
Q4 | $20.7K | Hold |
126
| – | – | 0.01% | 411 |
|
|
2024
Q3 | $21K | Sell |
126
-889
| -88% | -$148K | 0.01% | 405 |
|
|
2024
Q2 | $155K | Hold |
1,015
| – | – | 0.07% | 161 |
|
|
2024
Q1 | $161K | Hold |
1,015
| – | – | 0.07% | 156 |
|
|
2023
Q4 | $158K | Hold |
1,015
| – | – | 0.07% | 155 |
|
|
2023
Q3 | $138K | Buy |
+1,015
| New | +$138K | 0.07% | 160 |
|
|
2021
Q1 | – | Sell |
-2,659
| Closed | -$350K | – | 109 |
|
|
2020
Q4 | $350K | Buy |
+2,659
| New | +$350K | 0.22% | 73 |
|