DSA
Droms Strauss Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.14M | Buy |
32,568
+4,642
| +17% | +$732K | 1.58% | 11 |
|
|
2025
Q1 | $4.22M | Buy |
27,926
+623
| +2% | +$94.1K | 1.45% | 16 |
|
|
2024
Q4 | $4.48M | Buy |
27,303
+30
| +0.1% | +$4.93K | 1.46% | 14 |
|
|
2024
Q3 | $4.55M | Sell |
27,273
-2,001
| -7% | -$334K | 1.61% | 11 |
|
|
2024
Q2 | $4.46M | Sell |
29,274
-2,733
| -9% | -$416K | 1.61% | 9 |
|
|
2024
Q1 | $5.08M | Sell |
32,007
-218
| -0.7% | -$34.6K | 1.86% | 8 |
|
|
2023
Q4 | $5.01M | Sell |
32,225
-392
| -1% | -$60.9K | 1.95% | 7 |
|
|
2023
Q3 | $4.42M | Buy |
32,617
+402
| +1% | +$54.5K | 1.9% | 9 |
|
|
2023
Q2 | $4.52M | Sell |
32,215
-250
| -0.8% | -$35.1K | 1.89% | 9 |
|
|
2023
Q1 | $4.45M | Sell |
32,465
-1,638
| -5% | -$224K | 2.01% | 7 |
|
|
2022
Q4 | $4.73M | Buy |
34,103
+4
| +0% | +$555 | 2.17% | 8 |
|
|
2022
Q3 | $4.4M | Sell |
34,099
-979
| -3% | -$126K | 2.18% | 9 |
|
|
2022
Q2 | $4.77M | Sell |
35,078
-3,596
| -9% | -$489K | 2.4% | 7 |
|
|
2022
Q1 | $6.32M | Buy |
38,674
+1,952
| +5% | +$319K | 3.17% | 6 |
|
|
2021
Q4 | $6.1M | Sell |
36,722
-368
| -1% | -$61.1K | 2.71% | 7 |
|
|
2021
Q3 | $5.94M | Sell |
37,090
-950
| -2% | -$152K | 2.86% | 7 |
|
|
2021
Q2 | $6.3M | Sell |
38,040
-3,344
| -8% | -$554K | 2.97% | 7 |
|
|
2021
Q1 | $6.6M | Sell |
41,384
-253
| -0.6% | -$40.3K | 3.24% | 8 |
|
|
2020
Q4 | $5.48M | Buy |
41,637
+41
| +0.1% | +$5.4K | 3.18% | 7 |
|
|
2020
Q3 | $4.13M | Sell |
41,596
-1,209
| -3% | -$120K | 2.44% | 9 |
|
|
2020
Q2 | $4.17M | Sell |
42,805
-42,180
| -50% | -$4.11M | 2.87% | 7 |
|
|
2020
Q1 | $6.97M | Buy |
+84,985
| New | +$6.97M | 5.8% | 7 |
|