Founders Financial Alliance’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 | $9.5K | Sell |
60
-3
| -5% | -$475 | ﹤0.01% | 463 |
|
|
2025
Q1 | $9.55K | Hold |
63
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $10.4K | Hold |
63
| – | – | ﹤0.01% | 479 |
|
|
2024
Q3 | $10.6K | Hold |
63
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $9.63K | Hold |
63
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $10K | Hold |
63
| – | – | ﹤0.01% | 476 |
|
|
2023
Q4 | $9.82K | Sell |
63
-9
| -13% | -$1.4K | ﹤0.01% | 431 |
|
|
2023
Q3 | $9.79K | Sell |
72
-31
| -30% | -$4.22K | ﹤0.01% | 419 |
|
|
2023
Q2 | $14.5K | Buy |
103
+40
| +63% | +$5.65K | 0.01% | 429 |
|
|
2023
Q1 | $8.66K | Sell |
63
-11
| -15% | -$1.51K | ﹤0.01% | 406 |
|
|
2022
Q4 | $10.3K | Hold |
74
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $10K | Sell |
74
-299
| -80% | -$40.4K | 0.01% | 417 |
|
|
2022
Q2 | $51K | Buy |
373
+299
| +404% | +$40.9K | 0.03% | 334 |
|
|
2022
Q1 | $12K | Hold |
74
| – | – | 0.01% | 383 |
|
|
2021
Q4 | $12K | Hold |
74
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $11K | Hold |
74
| – | – | 0.01% | 394 |
|
|
2021
Q2 | $12K | Sell |
74
-19
| -20% | -$3.08K | 0.01% | 412 |
|
|
2021
Q1 | $15K | Sell |
93
-71
| -43% | -$11.5K | 0.01% | 388 |
|
|
2020
Q4 | $22K | Buy |
164
+46
| +39% | +$6.17K | 0.01% | 340 |
|
|
2020
Q3 | $11K | Buy |
+118
| New | +$11K | 0.01% | 739 |
|