JFS Wealth 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
Q2 | $546K | Sell |
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|
2025
Q1 | $537K | Buy |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $520K | Hold |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $528K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $499K | Sell |
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|
2021
Q3 | $526K | Sell |
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|
2021
Q2 | $544K | Hold |
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|
2021
Q1 | $524K | Sell |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $362K | Buy |
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|
2019
Q4 | $466K | Sell |
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|
2019
Q3 | $436K | Hold |
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|
2019
Q2 | $440K | Sell |
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|
2019
Q1 | $454K | Hold |
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|
2018
Q4 | $407K | Sell |
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|
2018
Q3 | $596K | Sell |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $519K | Hold |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $511K | Buy |
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|
2017
Q2 | $138K | Buy |
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|
2017
Q1 | $115K | Hold |
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|
2016
Q4 | $115K | Hold |
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|
2016
Q3 | $101K | Hold |
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|
2016
Q2 | $94K | Hold |
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|
2016
Q1 | $90K | Buy |
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|
2015
Q4 | $88K | Buy |
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