HB 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 | $8.15M | Buy |
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|
2025
Q2 | $6.69M | Buy |
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|
2025
Q1 | $6.35M | Buy |
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|
2024
Q4 | $6.84M | Sell |
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|
2024
Q3 | $7.01M | Buy |
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|
2024
Q2 | $5.55M | Sell |
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|
2024
Q1 | $5.9M | Buy |
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|
2023
Q4 | $5.45M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $4.29M | Buy |
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|
2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $3.59M | Sell |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $4.22M | Buy |
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|
2021
Q4 | $3.54M | Buy |
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