Hazlett, Burt & Watson’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
313
| – | – | 0.02% | 386 |
|
|
2025
Q1 | $47K | Sell |
313
-104
| -25% | -$15.6K | 0.02% | 366 |
|
|
2024
Q4 | $68K | Buy |
417
+2
| +0.5% | +$326 | 0.03% | 320 |
|
|
2024
Q3 | $70K | Buy |
415
+1
| +0.2% | +$169 | 0.03% | 310 |
|
|
2024
Q2 | $63K | Hold |
414
| – | – | 0.03% | 308 |
|
|
2024
Q1 | $65K | Buy |
414
+1
| +0.2% | +$157 | 0.04% | 298 |
|
|
2023
Q4 | $64K | Hold |
413
| – | – | 0.04% | 276 |
|
|
2023
Q3 | $55K | Buy |
413
+72
| +21% | +$9.59K | 0.04% | 288 |
|
|
2023
Q2 | $48K | Buy |
341
+32
| +10% | +$4.5K | 0.04% | 302 |
|
|
2023
Q1 | $42K | Hold |
309
| – | – | 0.03% | 305 |
|
|
2022
Q4 | $43K | Hold |
309
| – | – | 0.04% | 290 |
|
|
2022
Q3 | $40K | Hold |
309
| – | – | 0.04% | 288 |
|
|
2022
Q2 | $42K | Hold |
309
| – | – | 0.04% | 292 |
|
|
2022
Q1 | $50K | Buy |
+309
| New | +$50K | 0.04% | 289 |
|