FourThought Financial Partners’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 |
-1,261
| Closed | -$207K | – | 327 |
|
|
2024
Q4 | $207K | Sell |
1,261
-178
| -12% | -$29.2K | 0.02% | 304 |
|
|
2024
Q3 | $240K | Sell |
1,439
-32
| -2% | -$5.34K | 0.03% | 165 |
|
|
2024
Q2 | $224K | Sell |
1,471
-306
| -17% | -$46.6K | 0.03% | 170 |
|
|
2024
Q1 | $282K | Sell |
1,777
-212
| -11% | -$33.7K | 0.03% | 258 |
|
|
2023
Q4 | $309K | Buy |
1,989
+66
| +3% | +$10.3K | 0.04% | 240 |
|
|
2023
Q3 | $261K | Buy |
1,923
+1
| +0.1% | +$136 | 0.04% | 257 |
|
|
2023
Q2 | $271K | Sell |
1,922
-407
| -17% | -$57.3K | 0.04% | 267 |
|
|
2023
Q1 | $319K | Sell |
2,329
-425
| -15% | -$58.3K | 0.04% | 240 |
|
|
2022
Q4 | $382K | Buy |
+2,754
| New | +$382K | 0.06% | 222 |
|