GPS Wealth Strategies Group’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 | $120K | Buy |
758
+41
| +6% | +$6.47K | 0.01% | 424 |
|
|
2025
Q1 | $108K | Buy |
717
+94
| +15% | +$14.2K | 0.01% | 435 |
|
|
2024
Q4 | $102K | Buy |
623
+51
| +9% | +$8.38K | 0.01% | 424 |
|
|
2024
Q3 | $95.4K | Buy |
572
+30
| +6% | +$5K | 0.01% | 444 |
|
|
2024
Q2 | $82.5K | Buy |
542
+172
| +46% | +$26.2K | 0.01% | 429 |
|
|
2024
Q1 | $58.8K | Hold |
370
| – | – | 0.01% | 480 |
|
|
2023
Q4 | $57.5K | Buy |
370
+100
| +37% | +$15.5K | 0.01% | 463 |
|
|
2023
Q3 | $36.6K | Hold |
270
| – | – | 0.01% | 554 |
|
|
2023
Q2 | $38K | Buy |
270
+40
| +17% | +$5.63K | 0.01% | 553 |
|
|
2023
Q1 | $31.5K | Buy |
+230
| New | +$31.5K | 0.01% | 596 |
|
|
2022
Q4 | – | Sell |
-67
| Closed | -$9K | – | 615 |
|
|
2022
Q3 | $9K | Hold |
67
| – | – | ﹤0.01% | 787 |
|
|
2022
Q2 | $9K | Hold |
67
| – | – | ﹤0.01% | 787 |
|
|
2022
Q1 | $11K | Hold |
67
| – | – | ﹤0.01% | 705 |
|
|
2021
Q4 | $11K | Hold |
67
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $11K | Hold |
67
| – | – | ﹤0.01% | 692 |
|
|
2021
Q2 | $11K | Hold |
67
| – | – | ﹤0.01% | 715 |
|
|
2021
Q1 | $10K | Buy |
+67
| New | +$10K | ﹤0.01% | 676 |
|