Financial Perspectives’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
$69.6K Buy
2025
Q2
$62K Buy
2025
Q1
$59.2K Buy
2024
Q4
$64.1K Buy
2024
Q3
$55.2K Buy
2024
Q2
$50.3K Hold
2024
Q1
$52.4K Buy
2023
Q4
$51.2K Buy
2023
Q3
$44.4K Hold
2023
Q2
$46.2K Buy
2023
Q1
$44.9K Hold
2022
Q4
$45.3K Buy
2022
Q3
$42K Buy
2022
Q2
$44.3K Hold
2022
Q1
$52.4K Buy
2021
Q4
$47.2K Sell
2021
Q3
$46K Sell
2021
Q2
$48.1K Sell
2021
Q1
$290K Buy
2020
Q4
$38.2K Buy
2020
Q3
$28.7K Buy
2020
Q2
$23.4K Buy
2020
Q1
$19.6K Buy