Investment Advisory 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 | $206K | Buy |
+1,303
| New | +$206K | 0.06% | 170 |
|
|
2023
Q3 | – | Sell |
-1,865
| Closed | -$263K | – | 150 |
|
|
2023
Q2 | $263K | Sell |
1,865
-865
| -32% | -$122K | 0.13% | 113 |
|
|
2023
Q1 | $374K | Sell |
2,730
-134
| -5% | -$18.4K | 0.22% | 83 |
|
|
2022
Q4 | $397K | Sell |
2,864
-89
| -3% | -$12.3K | 0.24% | 81 |
|
|
2022
Q3 | $381K | Sell |
2,953
-22
| -0.7% | -$2.84K | 0.26% | 73 |
|
|
2022
Q2 | $403K | Sell |
2,975
-545
| -15% | -$73.8K | 0.27% | 71 |
|
|
2022
Q1 | $567K | Buy |
3,520
+1
| +0% | +$161 | 0.34% | 58 |
|
|
2021
Q4 | $554K | Buy |
+3,519
| New | +$554K | 0.35% | 55 |
|