E&G Advisors’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
Q3 | $978K | Hold |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $843K | Hold |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $873K | Buy |
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|
2024
Q2 | $782K | Buy |
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|
2024
Q1 | $815K | Sell |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $806K | Buy |
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|
2023
Q1 | $773K | Sell |
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|
2022
Q4 | $997K | Sell |
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|
2022
Q3 | $947K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $978K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $401K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $697K | Buy |
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|
2014
Q1 | $681K | Buy |
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|
2013
Q4 | $645K | Buy |
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