JDM Financial 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 | $121K | Hold |
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|
2025
Q2 | $108K | Hold |
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|
2025
Q1 | $103K | Hold |
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|
2024
Q4 | $112K | Hold |
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|
2024
Q3 | $114K | Sell |
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|
2024
Q2 | $160K | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $197K | Sell |
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|
2023
Q3 | $173K | Hold |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | $180K | Buy |
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