FSC Wealth Advisors’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 | $218K | Buy |
1,381
+108
| +8% | +$17K | 0.14% | 67 |
|
|
2025
Q1 | $192K | Buy |
1,273
+276
| +28% | +$41.7K | 0.13% | 64 |
|
|
2024
Q4 | $164K | Buy |
997
+243
| +32% | +$39.9K | 0.11% | 71 |
|
|
2024
Q3 | $126K | Buy |
754
+157
| +26% | +$26.2K | 0.09% | 73 |
|
|
2024
Q2 | $90.9K | Buy |
597
+339
| +131% | +$51.6K | 0.07% | 78 |
|
|
2024
Q1 | $41K | Buy |
+258
| New | +$41K | 0.03% | 115 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$4K | – | 202 |
|
|
2022
Q2 | $4K | Buy |
27
+6
| +29% | +$889 | 0.04% | 158 |
|
|
2022
Q1 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 148 |
|