Independent Family Office’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 | $5.41M | Sell |
34,285
-700
| -2% | -$110K | 2.51% | 10 |
|
|
2025
Q1 | $5.28M | Hold |
34,985
| – | – | 2.78% | 9 |
|
|
2024
Q4 | $5.74M | Hold |
34,985
| – | – | 2.98% | 9 |
|
|
2024
Q3 | $5.84M | Hold |
34,985
| – | – | 2.93% | 10 |
|
|
2024
Q2 | $5.33M | Hold |
34,985
| – | – | 3.04% | 9 |
|
|
2024
Q1 | $5.56M | Hold |
34,985
| – | – | 2.98% | 8 |
|
|
2023
Q4 | $5.43M | Buy |
34,985
+3,000
| +9% | +$466K | 3.07% | 8 |
|
|
2023
Q3 | $4.34M | Sell |
31,985
-6,514
| -17% | -$883K | 2.71% | 9 |
|
|
2023
Q2 | $5.42M | Buy |
38,499
+265
| +0.7% | +$37.3K | 3.28% | 8 |
|
|
2023
Q1 | $5.24M | Hold |
38,234
| – | – | 3.02% | 9 |
|
|
2022
Q4 | $5.3M | Hold |
38,234
| – | – | 3.19% | 8 |
|
|
2022
Q3 | $4.93M | Hold |
38,234
| – | – | 2.43% | 9 |
|
|
2022
Q2 | $5.21K | Sell |
38,234
-2,665
| -7% | -$363 | 2.57% | 7 |
|
|
2022
Q1 | $6.6M | Hold |
40,899
| – | – | 2.16% | 7 |
|
|
2021
Q4 | $6.79M | Sell |
40,899
-6,113
| -13% | -$1.02M | 2.56% | 8 |
|
|
2021
Q3 | $7.53M | Sell |
47,012
-226
| -0.5% | -$36.2K | 3.09% | 7 |
|
|
2021
Q2 | $7.83M | Sell |
47,238
-364
| -0.8% | -$60.3K | 3.06% | 6 |
|
|
2021
Q1 | $7.59M | Buy |
47,602
+6,428
| +16% | +$1.03M | 2.98% | 6 |
|
|
2020
Q4 | $5.43M | Buy |
41,174
+3,328
| +9% | +$438K | 2.27% | 9 |
|
|
2020
Q3 | $3.76M | Sell |
37,846
-60,831
| -62% | -$6.04M | 1.78% | 9 |
|
|
2020
Q2 | $3.67M | Buy |
98,677
+64,097
| +185% | +$2.38M | 1.9% | 8 |
|
|
2020
Q1 | $2.84M | Hold |
34,580
| – | – | 1.77% | 8 |
|
|
2019
Q4 | $4.45M | Buy |
+34,580
| New | +$4.45M | 2.79% | 8 |
|