HM Payson & Co’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 | $194K | Sell |
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|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $198K | Hold |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $202K | Hold |
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|
2023
Q3 | $176K | Hold |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $178K | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $177K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
|