Golden State Wealth Management’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 | $48.6K | Hold |
307
| – | – | 0.01% | 652 |
|
|
2025
Q1 | $46.5K | Buy |
307
+18
| +6% | +$2.72K | 0.01% | 608 |
|
|
2024
Q4 | $47.5K | Buy |
+289
| New | +$47.5K | 0.01% | 585 |
|
|
2020
Q4 | – | Sell |
-2,483
| Closed | -$247K | – | 327 |
|
|
2020
Q3 | $247K | Sell |
2,483
-34,489
| -93% | -$3.43M | 0.08% | 169 |
|
|
2020
Q2 | $6.65M | Buy |
36,972
+34,721
| +1,542% | +$6.24M | 2.13% | 7 |
|
|
2020
Q1 | $185K | Buy |
+2,251
| New | +$185K | 0.08% | 166 |
|
|
2019
Q4 | – | Sell |
-2,112
| Closed | -$252K | – | 495 |
|
|
2019
Q3 | $252K | Buy |
2,112
+1
| +0% | +$119 | 0.08% | 178 |
|
|
2019
Q2 | $254K | Sell |
2,111
-16
| -0.8% | -$1.93K | 0.08% | 189 |
|
|
2019
Q1 | $255K | Buy |
+2,127
| New | +$255K | 0.09% | 193 |
|