First Business Financial Services’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
Q2 | $726K | Hold |
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|
2025
Q1 | $695K | Hold |
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|
2024
Q4 | $756K | Hold |
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|
2024
Q3 | $768K | Hold |
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|
2024
Q2 | $701K | Hold |
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|
2024
Q1 | $731K | Hold |
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|
2023
Q4 | $715K | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $656K | Hold |
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|
2023
Q1 | $639K | Hold |
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|
2022
Q4 | $646K | Hold |
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|
2022
Q3 | $601K | Hold |
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|
2022
Q2 | $635K | Hold |
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|
2022
Q1 | $752K | Hold |
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|
2021
Q4 | $774K | Hold |
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|
2021
Q3 | $747K | Hold |
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|
2021
Q2 | $773K | Hold |
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|
2021
Q1 | $743K | Hold |
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|
2020
Q4 | $614K | Hold |
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|
2020
Q3 | $463K | Hold |
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|
2020
Q2 | $454K | Hold |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $615K | Buy |
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|
2019
Q2 | $558K | Hold |
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|
2019
Q1 | $555K | Sell |
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|
2018
Q4 | $596K | Buy |
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|
2018
Q3 | $612K | Hold |
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|
2018
Q2 | $607K | Sell |
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|
2018
Q1 | $653K | Hold |
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|
2017
Q4 | $673K | Hold |
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|
2017
Q3 | $665K | Hold |
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|
2017
Q2 | $636K | Hold |
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|
2017
Q1 | $633K | Hold |
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|
2016
Q4 | $637K | Hold |
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|
2016
Q3 | $561K | Sell |
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|
2016
Q2 | $1.79M | Sell |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $2.73M | Buy |
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|
2015
Q3 | $2.63M | Sell |
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|
2015
Q2 | $3.4M | Sell |
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|
2015
Q1 | $4.14M | Sell |
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|
2014
Q4 | $8.7M | Sell |
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|
2014
Q3 | $9.72M | Sell |
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|
2014
Q2 | $11.5M | Sell |
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|
2014
Q1 | $11.7M | Buy |
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|
2013
Q4 | $10.4M | Sell |
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|
2013
Q3 | $11.2M | Buy |
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|
2013
Q2 | $9.03M | Buy |
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