IFA
Interactive Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
23,637
-216
| -0.9% | -$34.1K | 1.82% | 19 |
|
|
2025
Q1 | $3.6M | Sell |
23,853
-196
| -0.8% | -$29.6K | 1.9% | 17 |
|
|
2024
Q4 | $3.95M | Buy |
24,049
+175
| +0.7% | +$28.7K | 2.07% | 16 |
|
|
2024
Q3 | $3.98M | Sell |
23,874
-13
| -0.1% | -$2.17K | 2.05% | 16 |
|
|
2024
Q2 | $3.64M | Sell |
23,887
-102
| -0.4% | -$15.5K | 2% | 16 |
|
|
2024
Q1 | $3.81M | Buy |
23,989
+20,789
| +650% | +$3.3M | 2.11% | 14 |
|
|
2023
Q4 | $259K | Sell |
3,200
-20,733
| -87% | -$1.68M | 0.14% | 76 |
|
|
2023
Q3 | $3.24M | Sell |
23,933
-1,374
| -5% | -$186K | 2.19% | 12 |
|
|
2023
Q2 | $3.56M | Sell |
25,307
-35,481
| -58% | -$5M | 2.42% | 9 |
|
|
2023
Q1 | $8.33M | Buy |
60,788
+396
| +0.7% | +$54.3K | 5.34% | 5 |
|
|
2022
Q4 | $8.37M | Buy |
60,392
+1,326
| +2% | +$184K | 5.02% | 5 |
|
|
2022
Q3 | $7.62M | Sell |
59,066
-1,128
| -2% | -$145K | 4.42% | 5 |
|
|
2022
Q2 | $8.35M | Buy |
60,194
+4,368
| +8% | +$606K | 4.2% | 9 |
|
|
2022
Q1 | $9.01M | Sell |
55,826
-5,752
| -9% | -$928K | 4.22% | 7 |
|
|
2021
Q4 | $10.2M | Sell |
61,578
-1,840
| -3% | -$306K | 3.9% | 7 |
|
|
2021
Q3 | $10.2M | Sell |
63,418
-1,254
| -2% | -$201K | 4.44% | 6 |
|
|
2021
Q2 | $10.7M | Sell |
64,672
-9,224
| -12% | -$1.53M | 4.36% | 5 |
|
|
2021
Q1 | $11.8M | Buy |
73,896
+1,870
| +3% | +$298K | 4.94% | 5 |
|
|
2020
Q4 | $9.49M | Sell |
72,026
-4,346
| -6% | -$573K | 4.32% | 7 |
|
|
2020
Q3 | $7.59M | Sell |
76,372
-887
| -1% | -$88.1K | 3.77% | 9 |
|
|
2020
Q2 | $7.53M | Buy |
77,259
+4,558
| +6% | +$444K | 3.71% | 10 |
|
|
2020
Q1 | $5.96M | Sell |
72,701
-615
| -0.8% | -$50.5K | 5.26% | 7 |
|
|
2019
Q4 | $9.43M | Buy |
73,316
+1,377
| +2% | +$177K | 4.25% | 6 |
|
|
2019
Q3 | $8.59M | Sell |
71,939
-1,467
| -2% | -$175K | 3.95% | 7 |
|
|
2019
Q2 | $8.85M | Buy |
73,406
+1,813
| +3% | +$218K | 4.06% | 7 |
|
|
2019
Q1 | $8.58M | Buy |
71,593
+2,182
| +3% | +$262K | 4.13% | 8 |
|
|
2018
Q4 | $7.46M | Buy |
69,411
+648
| +0.9% | +$69.7K | 3.87% | 8 |
|
|
2018
Q3 | $9.15M | Sell |
68,763
-1,697
| -2% | -$226K | 4.35% | 7 |
|
|
2018
Q2 | $9.3M | Sell |
70,460
-1,392
| -2% | -$184K | 4.4% | 7 |
|
|
2018
Q1 | $8.76M | Sell |
71,852
-6,280
| -8% | -$765K | 4.18% | 9 |
|
|
2017
Q4 | $9.83M | Sell |
78,132
-1,910
| -2% | -$240K | 4.32% | 7 |
|
|
2017
Q3 | $9.94M | Buy |
80,042
+3,000
| +4% | +$372K | 4.53% | 9 |
|
|
2017
Q2 | $9.16M | Sell |
77,042
-1,201
| -2% | -$143K | 4.31% | 7 |
|
|
2017
Q1 | $9.25M | Sell |
78,243
-1,014
| -1% | -$120K | 4.5% | 6 |
|
|
2016
Q4 | $9.43M | Sell |
79,257
-4,291
| -5% | -$510K | 4.75% | 6 |
|
|
2016
Q3 | $8.75M | Sell |
83,548
-2,492
| -3% | -$261K | 4.38% | 5 |
|
|
2016
Q2 | $8.37M | Sell |
86,040
-1,996
| -2% | -$194K | 4.41% | 6 |
|
|
2016
Q1 | $8.2M | Buy |
88,036
+407
| +0.5% | +$37.9K | 5.03% | 5 |
|
|
2015
Q4 | $8.06M | Sell |
87,629
-2,307
| -3% | -$212K | 4.67% | 7 |
|
|
2015
Q3 | $8.1M | Sell |
89,936
-4,366
| -5% | -$393K | 4.59% | 7 |
|
|
2015
Q2 | $9.62M | Sell |
94,302
-11,192
| -11% | -$1.14M | 5.19% | 7 |
|
|
2015
Q1 | $10.9M | Sell |
105,494
-12,233
| -10% | -$1.26M | 5.85% | 5 |
|
|
2014
Q4 | $12M | Sell |
117,727
-9,389
| -7% | -$955K | 6.56% | 5 |
|
|
2014
Q3 | $11.9M | Sell |
127,116
-4,147
| -3% | -$388K | 6.76% | 4 |
|
|
2014
Q2 | $13.6M | Sell |
131,263
-8,966
| -6% | -$926K | 7.66% | 4 |
|
|
2014
Q1 | $14.1M | Sell |
140,229
-2,366
| -2% | -$239K | 8.21% | 4 |
|
|
2013
Q4 | $14.2M | Sell |
142,595
-603
| -0.4% | -$60K | 8.35% | 4 |
|
|
2013
Q3 | $13.1M | Buy |
143,198
+2,732
| +2% | +$250K | 8.02% | 4 |
|
|
2013
Q2 | $12.1M | Buy |
+140,466
| New | +$12.1M | 8.88% | 4 |
|