Evermay 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 | $447K | Sell |
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|
2025
Q1 | $429K | Hold |
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|
2024
Q4 | $466K | Hold |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $450K | Hold |
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|
2024
Q1 | $469K | Hold |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $419K | Hold |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $707K | Buy |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $50K | Buy |
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