Falcon Wealth Planning’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
Q3 | $2.33M | Sell |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.57M | Buy |
|
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|
2024
Q3 | $2.43M | Sell |
|
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.43M | Sell |
|
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $910K | Sell |
|
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|
2023
Q2 | $1.1M | Sell |
|
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $702K | Hold |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $664K | Sell |
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|
2021
Q1 | $771K | Sell |
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|
2020
Q4 | $653K | Buy |
|