IFWM
Institute for Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,846
| Closed | -$452K | – | 510 |
|
|
2024
Q1 | $452K | Buy |
2,846
+2,085
| +274% | +$331K | 0.06% | 306 |
|
|
2023
Q4 | $118K | Sell |
761
-4,800
| -86% | -$746K | 0.02% | 473 |
|
|
2023
Q3 | $754K | Buy |
5,561
+2,000
| +56% | +$271K | 0.14% | 184 |
|
|
2023
Q2 | $501K | Buy |
3,561
+1,000
| +39% | +$141K | 0.08% | 259 |
|
|
2023
Q1 | $351K | Sell |
2,561
-2,000
| -44% | -$274K | 0.07% | 313 |
|
|
2022
Q4 | $632K | Buy |
4,561
+1,000
| +28% | +$139K | 0.13% | 211 |
|
|
2022
Q3 | $459K | Sell |
3,561
-1,000
| -22% | -$129K | 0.1% | 255 |
|
|
2022
Q2 | $621K | Sell |
4,561
-4,500
| -50% | -$613K | 0.12% | 213 |
|
|
2022
Q1 | $1.46M | Buy |
9,061
+7,500
| +480% | +$1.21M | 0.24% | 110 |
|
|
2021
Q4 | $259K | Buy |
+1,561
| New | +$259K | 0.04% | 410 |
|
|
2021
Q3 | – | Sell |
-1,611
| Closed | -$267K | – | 484 |
|
|
2021
Q2 | $267K | Buy |
1,611
+300
| +23% | +$49.7K | 0.05% | 399 |
|
|
2021
Q1 | $209K | Sell |
1,311
-1,930
| -60% | -$308K | 0.04% | 435 |
|
|
2020
Q4 | $427K | Buy |
+3,241
| New | +$427K | 0.08% | 279 |
|
|
2020
Q2 | – | Sell |
-3,584
| Closed | -$294K | – | 431 |
|
|
2020
Q1 | $294K | Buy |
3,584
+45
| +1% | +$3.69K | 0.09% | 277 |
|
|
2019
Q4 | $455K | Buy |
+3,539
| New | +$455K | 0.1% | 274 |
|