First Heartland Consultants’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
Q1 | – | Sell |
-2,206
| Closed | -$362K | – | 459 |
|
|
2024
Q4 | $362K | Sell |
2,206
-977
| -31% | -$160K | 0.04% | 304 |
|
|
2024
Q3 | $531K | Buy |
+3,183
| New | +$531K | 0.06% | 231 |
|
|
2018
Q2 | – | Sell |
-2,621
| Closed | -$319K | – | 250 |
|
|
2018
Q1 | $319K | Buy |
2,621
+1
| +0% | +$122 | 0.1% | 203 |
|
|
2017
Q4 | $329K | Buy |
+2,620
| New | +$329K | 0.1% | 204 |
|
|
2014
Q3 | – | Sell |
-2,037
| Closed | -$210K | – | 260 |
|
|
2014
Q2 | $210K | Sell |
2,037
-2,077
| -50% | -$214K | 0.09% | 226 |
|
|
2014
Q1 | $415K | Sell |
4,114
-11,569
| -74% | -$1.17M | 0.2% | 130 |
|
|
2013
Q4 | $1.56M | Sell |
15,683
-3,303
| -17% | -$329K | 0.88% | 27 |
|
|
2013
Q3 | $1.76M | Buy |
18,986
+710
| +4% | +$65.7K | 1.06% | 20 |
|
|
2013
Q2 | $1.57M | Buy |
+18,276
| New | +$1.57M | 0.91% | 25 |
|