Financial Perspectives’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
393
+1
| +0.3% | +$158 | 0.02% | 280 |
|
|
2025
Q1 | $59.2K | Buy |
392
+1
| +0.3% | +$151 | 0.02% | 278 |
|
|
2024
Q4 | $64.1K | Buy |
391
+60
| +18% | +$9.84K | 0.02% | 273 |
|
|
2024
Q3 | $55.2K | Buy |
331
+1
| +0.3% | +$167 | 0.02% | 275 |
|
|
2024
Q2 | $50.3K | Hold |
330
| – | – | 0.02% | 275 |
|
|
2024
Q1 | $52.4K | Buy |
330
+1
| +0.3% | +$159 | 0.02% | 273 |
|
|
2023
Q4 | $51.2K | Buy |
329
+1
| +0.3% | +$156 | 0.02% | 268 |
|
|
2023
Q3 | $44.4K | Hold |
328
| – | – | 0.02% | 272 |
|
|
2023
Q2 | $46.2K | Buy |
328
+1
| +0.3% | +$141 | 0.02% | 270 |
|
|
2023
Q1 | $44.9K | Hold |
327
| – | – | 0.02% | 268 |
|
|
2022
Q4 | $45.3K | Buy |
327
+1
| +0.3% | +$139 | 0.02% | 262 |
|
|
2022
Q3 | $42K | Buy |
326
+1
| +0.3% | +$129 | 0.02% | 256 |
|
|
2022
Q2 | $44.3K | Hold |
325
| – | – | 0.03% | 245 |
|
|
2022
Q1 | $52.4K | Buy |
325
+41
| +14% | +$6.61K | 0.02% | 247 |
|
|
2021
Q4 | $47.2K | Sell |
284
-3
| -1% | -$499 | 0.02% | 251 |
|
|
2021
Q3 | $46K | Sell |
287
-3
| -1% | -$480 | 0.02% | 245 |
|
|
2021
Q2 | $48.1K | Sell |
290
-45,965
| -99% | -$7.63M | 0.02% | 257 |
|
|
2021
Q1 | $290K | Buy |
46,255
+45,965
| +15,850% | +$288K | 0.01% | 360 |
|
|
2020
Q4 | $38.2K | Buy |
290
+1
| +0.3% | +$132 | 0.02% | 255 |
|
|
2020
Q3 | $28.7K | Buy |
289
+49
| +20% | +$4.87K | 0.02% | 246 |
|
|
2020
Q2 | $23.4K | Buy |
240
+1
| +0.4% | +$97 | 0.02% | 257 |
|
|
2020
Q1 | $19.6K | Buy |
+239
| New | +$19.6K | 0.02% | 244 |
|