Intrepid Financial Planning Group’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 | $509K | Buy |
3,226
+22
| +0.7% | +$3.47K | 0.21% | 68 |
|
|
2025
Q1 | $484K | Sell |
3,204
-162
| -5% | -$24.5K | 0.22% | 70 |
|
|
2024
Q4 | $553K | Sell |
3,366
-210
| -6% | -$34.5K | 0.23% | 67 |
|
|
2024
Q3 | $597K | Sell |
3,576
-49
| -1% | -$8.17K | 0.26% | 63 |
|
|
2024
Q2 | $552K | Buy |
3,625
+25
| +0.7% | +$3.81K | 0.24% | 66 |
|
|
2024
Q1 | $572K | Buy |
3,600
+205
| +6% | +$32.6K | 0.25% | 66 |
|
|
2023
Q4 | $527K | Sell |
3,395
-129
| -4% | -$20K | 0.25% | 64 |
|
|
2023
Q3 | $478K | Hold |
3,524
| – | – | 0.25% | 62 |
|
|
2023
Q2 | $496K | Sell |
3,524
-60
| -2% | -$8.45K | 0.24% | 65 |
|
|
2023
Q1 | $491K | Buy |
3,584
+30
| +0.8% | +$4.11K | 0.25% | 59 |
|
|
2022
Q4 | $493K | Sell |
3,554
-15
| -0.4% | -$2.08K | 0.27% | 59 |
|
|
2022
Q3 | $460K | Sell |
3,569
-53
| -1% | -$6.83K | 0.26% | 56 |
|
|
2022
Q2 | $493K | Buy |
+3,622
| New | +$493K | 0.27% | 54 |
|