J.W. Cole Advisors’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 | $357K | Buy |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $821K | Buy |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $753K | Buy |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $587K | Hold |
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|
2022
Q1 | $695K | Sell |
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|
2021
Q4 | $732K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $698K | Sell |
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|
2020
Q4 | $1.56M | Buy |
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