Forum Financial Management’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 | $495K | Buy |
3,139
+31
| +1% | +$4.89K | 0.01% | 414 |
|
|
2025
Q1 | $469K | Buy |
3,108
+3
| +0.1% | +$453 | 0.01% | 395 |
|
|
2024
Q4 | $510K | Buy |
3,105
+431
| +16% | +$70.8K | 0.01% | 373 |
|
|
2024
Q3 | $446K | Buy |
2,674
+6
| +0.2% | +$1K | 0.01% | 366 |
|
|
2024
Q2 | $406K | Buy |
2,668
+5
| +0.2% | +$761 | 0.01% | 374 |
|
|
2024
Q1 | $423K | Buy |
2,663
+4
| +0.2% | +$635 | 0.01% | 378 |
|
|
2023
Q4 | $413K | Sell |
2,659
-1,706
| -39% | -$265K | 0.01% | 350 |
|
|
2023
Q3 | $592K | Hold |
4,365
| – | – | 0.01% | 241 |
|
|
2023
Q2 | $615K | Sell |
4,365
-237
| -5% | -$33.4K | 0.01% | 250 |
|
|
2023
Q1 | $631K | Buy |
4,602
+235
| +5% | +$32.2K | 0.02% | 214 |
|
|
2022
Q4 | $606K | Buy |
4,367
+37
| +0.9% | +$5.13K | 0.02% | 214 |
|
|
2022
Q3 | $558K | Buy |
4,330
+3
| +0.1% | +$387 | 0.03% | 200 |
|
|
2022
Q2 | $589K | Buy |
4,327
+5
| +0.1% | +$681 | 0.03% | 201 |
|
|
2022
Q1 | $697K | Buy |
4,322
+19
| +0.4% | +$3.06K | 0.03% | 179 |
|
|
2021
Q4 | $714K | Buy |
+4,303
| New | +$714K | 0.04% | 172 |
|