Disciplined Investments’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 | $840K | Buy |
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|
2025
Q1 | $702K | Sell |
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|
2024
Q4 | $771K | Buy |
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|
2024
Q3 | $757K | Buy |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $772K | Sell |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $798K | Sell |
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|
2023
Q2 | $894K | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $1.09M | Sell |
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|
2019
Q4 | $1.83M | Buy |
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