Evensky & Katz’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 | $65K | Buy |
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|
2025
Q1 | $62K | Sell |
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|
2024
Q4 | $68K | Buy |
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|
2024
Q3 | $68K | Sell |
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|
2024
Q2 | $97K | Buy |
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|
2024
Q1 | $100K | Sell |
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|
2023
Q4 | $113K | Buy |
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|
2023
Q3 | $92K | Sell |
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|
2023
Q2 | $101K | Buy |
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|
2023
Q1 | $93K | Sell |
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|
2022
Q4 | $97K | Sell |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $117K | Hold |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $75K | Buy |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $74K | Sell |
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|
2021
Q1 | $92K | Sell |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $75K | Buy |
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|
2020
Q2 | $73K | Sell |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $133K | Sell |
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|
2019
Q3 | $315K | Sell |
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|
2019
Q2 | $344K | Buy |
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|
2019
Q1 | $341K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $411K | Hold |
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|
2018
Q1 | $379K | Sell |
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|
2017
Q4 | $417K | Buy |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $392K | Sell |
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|
2017
Q1 | $462K | Sell |
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|
2016
Q4 | $700K | Buy |
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|
2016
Q3 | $615K | Buy |
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|
2016
Q2 | $447K | Sell |
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|
2016
Q1 | $440K | Sell |
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|
2015
Q4 | $3.72M | Buy |
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|
2015
Q3 | $234K | Sell |
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|
2015
Q2 | $276K | Sell |
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|
2015
Q1 | $291K | Buy |
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|
2014
Q4 | $163K | Sell |
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|
2014
Q3 | $274K | Buy |
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|
2014
Q2 | $173K | Sell |
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|
2014
Q1 | $193K | Sell |
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|
2013
Q4 | $193K | Buy |
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|
2013
Q3 | $177K | Buy |
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|
2013
Q2 | $153K | Buy |
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