JTC Employer Solutions Trustee’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
Q1 | – | Sell |
-610
| Closed | -$100K | – | 323 |
|
|
2024
Q4 | $100K | Hold |
610
| – | – | 0.01% | 195 |
|
|
2024
Q3 | $102K | Hold |
610
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $93K | Hold |
610
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $96K | Hold |
610
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $96K | Hold |
610
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $83K | Hold |
610
| – | – | 0.01% | 211 |
|
|
2023
Q2 | $86K | Hold |
610
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $84K | Hold |
610
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $85K | Hold |
610
| – | – | 0.01% | 220 |
|
|
2022
Q3 | $79K | Hold |
610
| – | – | 0.01% | 184 |
|
|
2022
Q2 | $83K | Hold |
610
| – | – | 0.01% | 166 |
|
|
2022
Q1 | $98K | Hold |
610
| – | – | 0.01% | 168 |
|
|
2021
Q4 | $101K | Buy |
+610
| New | +$101K | 0.01% | 166 |
|