HB 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 | $6.69M | Buy |
42,409
+381
| +0.9% | +$60.1K | 0.05% | 183 |
|
|
2025
Q1 | $6.35M | Buy |
42,028
+348
| +0.8% | +$52.5K | 0.05% | 186 |
|
|
2024
Q4 | $6.84M | Sell |
41,680
-338
| -0.8% | -$55.5K | 0.07% | 131 |
|
|
2024
Q3 | $7.01M | Buy |
42,018
+5,591
| +15% | +$933K | 0.08% | 129 |
|
|
2024
Q2 | $5.55M | Sell |
36,427
-740
| -2% | -$113K | 0.06% | 141 |
|
|
2024
Q1 | $5.9M | Buy |
37,167
+2,077
| +6% | +$330K | 0.07% | 135 |
|
|
2023
Q4 | $5.45M | Buy |
35,090
+3,835
| +12% | +$596K | 0.08% | 132 |
|
|
2023
Q3 | $4.24M | Buy |
31,255
+761
| +2% | +$103K | 0.07% | 142 |
|
|
2023
Q2 | $4.29M | Buy |
30,494
+4,019
| +15% | +$566K | 0.07% | 139 |
|
|
2023
Q1 | $3.63M | Sell |
26,475
-866
| -3% | -$119K | 0.06% | 143 |
|
|
2022
Q4 | $3.79M | Sell |
27,341
-515
| -2% | -$71.4K | 0.07% | 138 |
|
|
2022
Q3 | $3.59M | Sell |
27,856
-1,380
| -5% | -$178K | 0.08% | 126 |
|
|
2022
Q2 | $3.98M | Buy |
29,236
+3,095
| +12% | +$421K | 0.08% | 118 |
|
|
2022
Q1 | $4.22M | Buy |
26,141
+4,815
| +23% | +$777K | 0.08% | 122 |
|
|
2021
Q4 | $3.54M | Buy |
+21,326
| New | +$3.54M | 0.07% | 109 |
|