Grand Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Hold |
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|
2025
Q2 | $119K | Hold |
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|
2025
Q1 | $114K | Sell |
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|
2024
Q4 | $142K | Sell |
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|
2024
Q3 | $145K | Hold |
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|
2024
Q2 | $132K | Sell |
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|
2024
Q1 | $166K | Hold |
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|
2023
Q4 | $162K | Sell |
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|
2023
Q3 | $143K | Sell |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $155K | Hold |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $175K | Buy |
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