FineMark National Bank & Trust’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 | $738K | Sell |
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|
2025
Q2 | $715K | Sell |
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|
2025
Q1 | $686K | Sell |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $858K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $923K | Buy |
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|
2023
Q1 | $804K | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $743K | Buy |
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|
2021
Q1 | $682K | Sell |
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|
2020
Q4 | $569K | Hold |
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|
2020
Q3 | $429K | Sell |
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|
2020
Q2 | $466K | Sell |
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|
2020
Q1 | $498K | Buy |
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|
2019
Q4 | $768K | Sell |
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|
2019
Q3 | $735K | Sell |
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|
2019
Q2 | $813K | Sell |
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|
2019
Q1 | $814K | Sell |
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|
2018
Q4 | $859K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.15M | Buy |
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|
2017
Q2 | $990K | Buy |
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|
2017
Q1 | $966K | Buy |
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|
2016
Q4 | $844K | Hold |
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|
2016
Q3 | $743K | Buy |
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|
2016
Q2 | $689K | Sell |
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|
2016
Q1 | $684K | Sell |
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|
2015
Q4 | $2.22M | Buy |
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|
2015
Q3 | $2.11M | Buy |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $511K | Buy |
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|
2014
Q4 | $464K | Sell |
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|
2014
Q3 | $447K | Buy |
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|
2014
Q2 | $434K | Buy |
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|
2014
Q1 | $402K | Buy |
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|
2013
Q4 | $335K | Buy |
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|
2013
Q3 | $268K | Buy |
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|
2013
Q2 | $144K | Buy |
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