Grand 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 | $119K | Hold |
756
| – | – | 0.06% | 48 |
|
|
2025
Q1 | $114K | Sell |
756
-106
| -12% | -$16K | 0.06% | 43 |
|
|
2024
Q4 | $142K | Sell |
862
-6
| -0.7% | -$985 | 0.08% | 40 |
|
|
2024
Q3 | $145K | Hold |
868
| – | – | 0.08% | 40 |
|
|
2024
Q2 | $132K | Sell |
868
-178
| -17% | -$27.1K | 0.08% | 40 |
|
|
2024
Q1 | $166K | Hold |
1,046
| – | – | 0.08% | 47 |
|
|
2023
Q4 | $162K | Sell |
1,046
-9
| -0.9% | -$1.4K | 0.09% | 49 |
|
|
2023
Q3 | $143K | Sell |
1,055
-64
| -6% | -$8.68K | 0.09% | 44 |
|
|
2023
Q2 | $158K | Hold |
1,119
| – | – | 0.09% | 42 |
|
|
2023
Q1 | $153K | Hold |
1,119
| – | – | 0.09% | 40 |
|
|
2022
Q4 | $155K | Hold |
1,119
| – | – | 0.1% | 41 |
|
|
2022
Q3 | $144K | Buy |
1,119
+63
| +6% | +$8.11K | 0.08% | 39 |
|
|
2022
Q2 | $144K | Hold |
1,056
| – | – | 0.07% | 38 |
|
|
2022
Q1 | $170K | Hold |
1,056
| – | – | 0.08% | 32 |
|
|
2021
Q4 | $175K | Buy |
+1,056
| New | +$175K | 0.08% | 35 |
|