JDM Financial 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 | $108K | Hold |
685
| – | – | 0.05% | 63 |
|
|
2025
Q1 | $103K | Hold |
685
| – | – | 0.05% | 60 |
|
|
2024
Q4 | $112K | Hold |
685
| – | – | 0.06% | 57 |
|
|
2024
Q3 | $114K | Sell |
685
-364
| -35% | -$60.7K | 0.06% | 58 |
|
|
2024
Q2 | $160K | Sell |
1,049
-220
| -17% | -$33.5K | 0.11% | 50 |
|
|
2024
Q1 | $202K | Buy |
1,269
+1
| +0.1% | +$159 | 0.15% | 42 |
|
|
2023
Q4 | $197K | Sell |
1,268
-8
| -0.6% | -$1.24K | 0.16% | 37 |
|
|
2023
Q3 | $173K | Hold |
1,276
| – | – | 0.16% | 38 |
|
|
2023
Q2 | $180K | Sell |
1,276
-27
| -2% | -$3.8K | 0.16% | 41 |
|
|
2023
Q1 | $179K | Buy |
1,303
+3
| +0.2% | +$411 | 0.16% | 39 |
|
|
2022
Q4 | $180K | Buy |
+1,300
| New | +$180K | 0.17% | 36 |
|