Integrated Advisors Network’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 | $870K | Hold |
5,514
| – | – | 0.04% | 382 |
|
|
2025
Q1 | $833K | Hold |
5,514
| – | – | 0.04% | 346 |
|
|
2024
Q4 | $905K | Sell |
5,514
-200
| -4% | -$32.8K | 0.04% | 317 |
|
|
2024
Q3 | $953K | Buy |
5,714
+70
| +1% | +$11.7K | 0.05% | 321 |
|
|
2024
Q2 | $860K | Sell |
5,644
-100
| -2% | -$15.2K | 0.04% | 318 |
|
|
2024
Q1 | $912K | Hold |
5,744
| – | – | 0.05% | 322 |
|
|
2023
Q4 | $892K | Sell |
5,744
-224
| -4% | -$34.8K | 0.05% | 306 |
|
|
2023
Q3 | $809K | Sell |
5,968
-8
| -0.1% | -$1.08K | 0.05% | 312 |
|
|
2023
Q2 | $841K | Buy |
5,976
+715
| +14% | +$101K | 0.05% | 315 |
|
|
2023
Q1 | $721K | Buy |
5,261
+80
| +2% | +$11K | 0.04% | 343 |
|
|
2022
Q4 | $718K | Sell |
5,181
-648
| -11% | -$89.9K | 0.05% | 351 |
|
|
2022
Q3 | $751K | Sell |
5,829
-277
| -5% | -$35.7K | 0.05% | 324 |
|
|
2022
Q2 | $831K | Sell |
6,106
-207
| -3% | -$28.2K | 0.05% | 314 |
|
|
2022
Q1 | $1.02M | Buy |
+6,313
| New | +$1.02M | 0.06% | 303 |
|