GIA
Goodwin Investment Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,470
| Closed | -$898K | – | 30 |
|
|
2024
Q4 | $898K | Sell |
5,470
-90
| -2% | -$14.8K | 0.47% | 20 |
|
|
2024
Q3 | $928K | Sell |
5,560
-137
| -2% | -$22.9K | 0.4% | 18 |
|
|
2024
Q2 | $870K | Sell |
5,697
-681
| -11% | -$104K | 0.4% | 18 |
|
|
2024
Q1 | $1.01M | Buy |
6,378
+314
| +5% | +$49.9K | 0.48% | 17 |
|
|
2023
Q4 | $942K | Buy |
6,064
+3,291
| +119% | +$511K | 0.49% | 18 |
|
|
2023
Q3 | $376K | Buy |
2,773
+124
| +5% | +$16.8K | 0.22% | 30 |
|
|
2023
Q2 | $373K | Sell |
2,649
-545
| -17% | -$76.7K | 0.22% | 34 |
|
|
2023
Q1 | $438K | Buy |
3,194
+3,045
| +2,044% | +$417K | 0.29% | 32 |
|
|
2022
Q4 | $20.7K | Buy |
+149
| New | +$20.7K | 0.01% | 119 |
|