FSWA
Financial Synergies Wealth 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 | $4.78M | Buy |
30,276
+113
| +0.4% | +$17.8K | 0.52% | 26 |
|
|
2025
Q1 | $4.55M | Buy |
30,163
+3,059
| +11% | +$462K | 0.55% | 26 |
|
|
2024
Q4 | $4.45M | Buy |
27,104
+141
| +0.5% | +$23.1K | 0.55% | 25 |
|
|
2024
Q3 | $4.5M | Buy |
26,963
+139
| +0.5% | +$23.2K | 0.56% | 24 |
|
|
2024
Q2 | $4.09M | Buy |
26,824
+363
| +1% | +$55.3K | 0.55% | 24 |
|
|
2024
Q1 | $4.2M | Buy |
26,461
+674
| +3% | +$107K | 0.55% | 26 |
|
|
2023
Q4 | $3.58M | Sell |
25,787
-247
| -0.9% | -$34.3K | 0.55% | 25 |
|
|
2023
Q3 | $3.54M | Hold |
26,034
| – | – | 0.51% | 26 |
|
|
2023
Q2 | $3.67M | Buy |
26,034
+114
| +0.4% | +$16.1K | 0.51% | 26 |
|
|
2023
Q1 | $3.55M | Buy |
25,920
+133
| +0.5% | +$18.2K | 0.52% | 26 |
|
|
2022
Q4 | $3.58M | Sell |
25,787
-614
| -2% | -$85.1K | 0.55% | 25 |
|
|
2022
Q3 | $3.4M | Hold |
26,401
| – | – | 0.59% | 21 |
|
|
2022
Q2 | $3.59M | Buy |
+26,401
| New | +$3.59M | 0.59% | 21 |
|