JMG 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 | $1.89M | Buy |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $574K | Hold |
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|
2024
Q4 | $624K | Sell |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $257K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $273K | Hold |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Hold |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $206K | Sell |
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|
2019
Q1 | $249K | Sell |
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|
2018
Q4 | $278K | Sell |
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|
2018
Q3 | $347K | Sell |
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|
2018
Q2 | $442K | Hold |
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|
2018
Q1 | $409K | Hold |
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|
2017
Q4 | $422K | Hold |
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|
2017
Q3 | $416K | Hold |
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|
2017
Q2 | $398K | Hold |
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|
2017
Q1 | $396K | Hold |
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|
2016
Q4 | $399K | Hold |
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|
2016
Q3 | $351K | Sell |
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|
2016
Q2 | $359K | Sell |
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|
2016
Q1 | $420K | Sell |
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|
2015
Q4 | $483K | Hold |
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|
2015
Q3 | $474K | Sell |
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|
2015
Q2 | $606K | Sell |
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|
2015
Q1 | $623K | Buy |
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|
2014
Q4 | $603K | Buy |
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|
2014
Q3 | $449K | Sell |
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|
2014
Q2 | $517K | Hold |
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|
2014
Q1 | $504K | Hold |
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|
2013
Q4 | $498K | Hold |
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|
2013
Q3 | $458K | Hold |
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|
2013
Q2 | $430K | Buy |
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