GoalVest Advisory’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 | $6.78K | Hold |
43
| – | – | ﹤0.01% | 320 |
|
|
2025
Q1 | $6.49K | Sell |
43
-29
| -40% | -$4.38K | ﹤0.01% | 280 |
|
|
2024
Q4 | $11.8K | Hold |
72
| – | – | ﹤0.01% | 274 |
|
|
2024
Q3 | $12K | Hold |
72
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $11K | Hold |
72
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $11.4K | Buy |
+72
| New | +$11.4K | ﹤0.01% | 302 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$13.6K | – | 433 |
|
|
2023
Q3 | $13.6K | Buy |
+100
| New | +$13.6K | 0.01% | 244 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1.37K | – | 396 |
|
|
2023
Q1 | $1.37K | Buy |
+10
| New | +$1.37K | ﹤0.01% | 230 |
|
|
2022
Q4 | – | Sell |
-48
| Closed | -$6K | – | 257 |
|
|
2022
Q3 | $6K | Buy |
+48
| New | +$6K | ﹤0.01% | 204 |
|
|
2022
Q2 | – | Sell |
-26
| Closed | -$4K | – | 431 |
|
|
2022
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 278 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 243 |
|