Great Valley Advisor Group’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 | $1.42M | Sell |
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|
2025
Q2 | $1.31M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $998K | Buy |
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|
2022
Q4 | $922K | Buy |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $728K | Sell |
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|
2022
Q1 | $970K | Buy |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $745K | Buy |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $554K | Buy |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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