Institute for Wealth Management’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 | $261K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $452K | Buy |
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|
2023
Q4 | $118K | Sell |
|
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $501K | Buy |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $632K | Buy |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $621K | Sell |
|
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $294K | Buy |
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|
2019
Q4 | $455K | Buy |
|