Focus Partners Wealth’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
Q2 | $31.2M | Buy |
197,505
+108
| +0.1% | +$17K | 0.07% | 267 |
|
|
2025
Q1 | $29.8M | Sell |
197,397
-63,065
| -24% | -$9.52M | 0.07% | 252 |
|
|
2024
Q4 | $42.8M | Buy |
260,462
+150,199
| +136% | +$24.7M | 0.11% | 180 |
|
|
2024
Q3 | $18.4M | Sell |
110,263
-314,639
| -74% | -$52.5M | 0.06% | 295 |
|
|
2024
Q2 | $67M | Buy |
424,902
+211,029
| +99% | +$33.3M | 0.23% | 105 |
|
|
2024
Q1 | $34M | Buy |
213,873
+151,612
| +244% | +$24.1M | 0.28% | 90 |
|
|
2023
Q4 | $9.67M | Buy |
+62,261
| New | +$9.67M | 0.13% | 160 |
|