EWM
Evermay Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Sell |
2,836
-5
| -0.2% | -$789 | 0.06% | 135 |
|
|
2025
Q1 | $429K | Hold |
2,841
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $466K | Hold |
2,841
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $474K | Sell |
2,841
-115
| -4% | -$19.2K | 0.08% | 128 |
|
|
2024
Q2 | $450K | Hold |
2,956
| – | – | 0.07% | 130 |
|
|
2024
Q1 | $469K | Hold |
2,956
| – | – | 0.07% | 132 |
|
|
2023
Q4 | $459K | Sell |
2,956
-91
| -3% | -$14.1K | 0.08% | 112 |
|
|
2023
Q3 | $415K | Sell |
3,047
-217
| -7% | -$29.6K | 0.08% | 111 |
|
|
2023
Q2 | $460K | Hold |
3,264
| – | – | 0.09% | 108 |
|
|
2023
Q1 | $447K | Buy |
3,264
+51
| +2% | +$6.99K | 0.09% | 102 |
|
|
2022
Q4 | $446K | Sell |
3,213
-33
| -1% | -$4.58K | 0.09% | 105 |
|
|
2022
Q3 | $419K | Hold |
3,246
| – | – | 0.08% | 101 |
|
|
2022
Q2 | $442K | Sell |
3,246
-1,132
| -26% | -$154K | 0.09% | 95 |
|
|
2022
Q1 | $707K | Buy |
4,378
+4,078
| +1,359% | +$659K | 0.12% | 83 |
|
|
2021
Q4 | $50K | Hold |
300
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $48K | Hold |
300
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $50K | Buy |
+300
| New | +$50K | 0.01% | 284 |
|