Empirical Wealth Management’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 | $2.65M | Buy |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $2.72M | Sell |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.87M | Sell |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.88M | Sell |
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|
2022
Q1 | $3.62M | Sell |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $4.4M | Buy |
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|
2021
Q2 | $3.45M | Buy |
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|
2021
Q1 | $2.54M | Sell |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $344K | Buy |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $319K | Buy |
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