Keebeck Wealth Management’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 | $421K | Sell |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $586K | Sell |
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|
2024
Q2 | $569K | Hold |
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|
2024
Q1 | $593K | Hold |
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $578K | Sell |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.56M | Hold |
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|
2021
Q3 | $1.51M | Sell |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $1.83M | Sell |
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|
2020
Q3 | $1.46M | Hold |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.09M | Buy |
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