Hemington 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 | $100K | Buy |
636
+194
| +44% | +$30.5K | 0.01% | 219 |
|
|
2025
Q1 | $66K | Sell |
442
-52
| -11% | -$7.77K | 0.01% | 269 |
|
|
2024
Q4 | $81K | Hold |
494
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $81K | Buy |
+494
| New | +$81K | 0.02% | 215 |
|
|
2022
Q3 | – | Sell |
-1,954
| Closed | -$266K | – | 98 |
|
|
2022
Q2 | $266K | Hold |
1,954
| – | – | 0.11% | 86 |
|
|
2022
Q1 | $315K | Buy |
+1,954
| New | +$315K | 0.11% | 83 |
|