Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $14.4K | Buy |
94
+1
| +1% | +$153 | ﹤0.01% | 380 |
|
|
2024
Q1 | $14.8K | Hold |
93
| – | – | ﹤0.01% | 361 |
|
|
2023
Q4 | $14.5K | Buy |
93
+1
| +1% | +$156 | ﹤0.01% | 345 |
|
|
2023
Q3 | $12.5K | Hold |
92
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $13K | Hold |
92
| – | – | ﹤0.01% | 358 |
|
|
2023
Q1 | $12.6K | Buy |
92
+2
| +2% | +$274 | ﹤0.01% | 349 |
|
|
2022
Q4 | $12.5K | Buy |
90
+8
| +10% | +$1.11K | ﹤0.01% | 351 |
|
|
2022
Q3 | $11K | Buy |
82
+3
| +4% | +$402 | ﹤0.01% | 375 |
|
|
2022
Q2 | $11K | Hold |
79
| – | – | ﹤0.01% | 375 |
|
|
2022
Q1 | $13K | Sell |
79
-233
| -75% | -$38.3K | ﹤0.01% | 408 |
|
|
2021
Q4 | $52K | Sell |
312
-300
| -49% | -$50K | 0.01% | 262 |
|
|
2021
Q3 | $98K | Hold |
612
| – | – | 0.02% | 243 |
|
|
2021
Q2 | $101K | Hold |
612
| – | – | 0.02% | 241 |
|
|
2021
Q1 | $98K | Buy |
612
+233
| +61% | +$37.3K | 0.02% | 272 |
|
|
2020
Q4 | $50K | Buy |
379
+179
| +90% | +$23.6K | 0.01% | 321 |
|
|
2020
Q3 | $20K | Hold |
200
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $26K | Hold |
200
| – | – | 0.01% | 398 |
|
|
2019
Q3 | $24K | Hold |
200
| – | – | 0.01% | 378 |
|
|
2019
Q2 | $24K | Hold |
200
| – | – | 0.01% | 396 |
|
|
2019
Q1 | $24K | Hold |
200
| – | – | 0.01% | 406 |
|
|
2018
Q4 | $22K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $27K | Hold |
200
| – | – | 0.01% | 404 |
|
|
2018
Q2 | $26K | Hold |
200
| – | – | 0.01% | 405 |
|
|
2018
Q1 | $24K | Buy |
+200
| New | +$24K | 0.01% | 394 |
|