Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $380K | Buy |
|
|||||
|
2025
Q4 | $360K | Buy |
|
|||||
|
2025
Q3 | $229K | Sell |
|
|||||
|
2025
Q2 | $206K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $263K | Sell |
|
|||||
|
2023
Q1 | $374K | Sell |
|
|||||
|
2022
Q4 | $397K | Sell |
|
|||||
|
2022
Q3 | $381K | Sell |
|
|||||
|
2022
Q2 | $403K | Sell |
|
|||||
|
2022
Q1 | $567K | Buy |
|
|||||
|
2021
Q4 | $554K | Buy |
|