Keudell/Morrison 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 | $473K | Hold |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $493K | Hold |
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|
2024
Q3 | $500K | Hold |
|
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $420K | Buy |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $408K | Hold |
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|
2022
Q1 | $484K | Hold |
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|
2021
Q4 | $498K | Hold |
|
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|
2021
Q3 | $481K | Hold |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q4 | $395K | Hold |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $292K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $386K | Hold |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $360K | Buy |
|