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Fiducient Advisors’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 | $346K | Buy |
2,194
+9
| +0.4% | +$1.42K | 0.04% | 114 |
|
2025
Q1 | $330K | Buy |
2,185
+7
| +0.3% | +$1.06K | 0.04% | 119 |
|
2024
Q4 | $358K | Buy |
2,178
+10
| +0.5% | +$1.64K | 0.04% | 114 |
|
2024
Q3 | $362K | Sell |
2,168
-1,546
| -42% | -$258K | 0.04% | 106 |
|
2024
Q2 | $566K | Buy |
+3,714
| New | +$566K | 0.08% | 83 |
|
2021
Q4 | – | Sell |
-3,100
| Closed | -$497K | – | 84 |
|
2021
Q3 | $497K | Buy |
+3,100
| New | +$497K | 0.15% | 52 |
|