Foundation Wealth Management (Missouri)’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 | $4.33M | Buy |
27,468
+5,199
| +23% | +$820K | 3.02% | 6 |
|
|
2025
Q1 | $3.36M | Buy |
22,269
+105
| +0.5% | +$15.9K | 2.63% | 8 |
|
|
2024
Q4 | $3.64M | Sell |
22,164
-383
| -2% | -$62.9K | 2.82% | 7 |
|
|
2024
Q3 | $3.76M | Sell |
22,547
-107
| -0.5% | -$17.8K | 2.85% | 6 |
|
|
2024
Q2 | $3.45M | Sell |
22,654
-45
| -0.2% | -$6.85K | 2.7% | 8 |
|
|
2024
Q1 | $3.6M | Buy |
22,699
+550
| +2% | +$87.3K | 2.94% | 7 |
|
|
2023
Q4 | $3.44M | Buy |
22,149
+1,803
| +9% | +$280K | 3.07% | 8 |
|
|
2023
Q3 | $2.76M | Sell |
20,346
-788
| -4% | -$107K | 2.76% | 11 |
|
|
2023
Q2 | $2.98M | Buy |
21,134
+818
| +4% | +$115K | 2.9% | 8 |
|
|
2023
Q1 | $2.78M | Sell |
20,316
-32
| -0.2% | -$4.39K | 2.87% | 12 |
|
|
2022
Q4 | $2.82M | Buy |
+20,348
| New | +$2.82M | 2.87% | 12 |
|