EP Wealth 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
Q2 | $9.86M | Sell |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $8.21M | Buy |
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|
2024
Q1 | $7.52M | Sell |
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|
2023
Q4 | $7.63M | Sell |
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|
2023
Q3 | $7.27M | Sell |
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|
2023
Q2 | $7.85M | Buy |
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|
2023
Q1 | $5.53M | Sell |
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|
2022
Q4 | $45.9M | Sell |
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|
2022
Q3 | $47.1M | Buy |
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|
2022
Q2 | $48.9M | Buy |
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|
2022
Q1 | $56.9M | Buy |
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|
2021
Q4 | $56.8M | Buy |
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|
2021
Q3 | $54.6M | Buy |
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|
2021
Q2 | $54.9M | Buy |
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|
2021
Q1 | $52.1M | Sell |
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|
2020
Q4 | $44M | Buy |
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|
2020
Q3 | $31.8M | Buy |
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|
2020
Q2 | $13.5M | Buy |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.39M | Buy |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $683K | Sell |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $7.62M | Buy |
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|
2018
Q3 | $698K | Buy |
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|
2018
Q2 | $507K | Buy |
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|
2018
Q1 | $354K | Buy |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $343K | Buy |
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|
2016
Q4 | $316K | Buy |
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