IFP Advisors’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 | $971K | Buy |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $662K | Sell |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $523K | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.32M | Hold |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $833K | Sell |
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|
2021
Q2 | $933K | Buy |
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|
2021
Q1 | $838K | Buy |
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|
2020
Q4 | $682K | Buy |
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|
2020
Q3 | $509K | Hold |
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|
2020
Q2 | $492K | Sell |
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|
2020
Q1 | $513K | Buy |
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|
2019
Q4 | $257K | Sell |
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|
2019
Q3 | $306K | Buy |
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|
2019
Q1 | $329K | Sell |
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|
2018
Q4 | $1.12M | Sell |
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $1.41M | Sell |
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|
2018
Q1 | $1.51M | Hold |
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|
2017
Q4 | $1.51M | Sell |
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|
2017
Q3 | $1.68M | Buy |
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|
2017
Q2 | $1.53M | Buy |
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|
2017
Q1 | $1.47M | Sell |
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|
2016
Q4 | $1.54M | Buy |
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|
2016
Q3 | $1.04M | Buy |
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|
2016
Q2 | $826K | Buy |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $786K | Buy |
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