Howe & Rusling’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
Q2 | $356K | Buy |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $360K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $290K | Hold |
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|
2020
Q3 | $219K | Sell |
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|
2020
Q2 | $228K | Buy |
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|
2020
Q1 | $189K | Hold |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $257K | Hold |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Buy |
|