Diversified Investment Strategies’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 | $757K | Hold |
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|
2025
Q1 | $724K | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $252K | Sell |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $512K | Sell |
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|
2021
Q1 | $545K | Sell |
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|
2020
Q4 | $873K | Sell |
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|
2020
Q3 | $671K | Buy |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $571K | Sell |
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|
2019
Q4 | $898K | Hold |
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|
2019
Q3 | $834K | Sell |
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|
2019
Q2 | $844K | Buy |
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|
2019
Q1 | $836K | Sell |
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|
2018
Q4 | $846K | Buy |
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|
2018
Q3 | $265K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $243K | Hold |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $298K | Hold |
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|
2017
Q2 | $285K | Hold |
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|
2017
Q1 | $284K | Hold |
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|
2016
Q4 | $285K | Sell |
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|
2016
Q3 | $2.67M | Sell |
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|
2016
Q2 | $2.49M | Sell |
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|
2016
Q1 | $2.4M | Buy |
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