Investmark Advisory Group’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 | $307K | Buy |
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|
2025
Q2 | $255K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $253K | Buy |
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