Kingsview Wealth Management’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
Q2 | $661K | Sell |
4,187
-397
| -9% | -$62.6K | 0.01% | 678 |
|
|
2025
Q1 | $692K | Sell |
4,584
-39
| -0.8% | -$5.89K | 0.01% | 629 |
|
|
2024
Q4 | $759K | Buy |
4,623
+38
| +0.8% | +$6.24K | 0.01% | 619 |
|
|
2024
Q3 | $765K | Buy |
4,585
+796
| +21% | +$133K | 0.02% | 598 |
|
|
2024
Q2 | $577K | Buy |
3,789
+244
| +7% | +$37.2K | 0.01% | 644 |
|
|
2024
Q1 | $563K | Sell |
3,545
-274
| -7% | -$43.5K | 0.01% | 638 |
|
|
2023
Q4 | $593K | Buy |
3,819
+384
| +11% | +$59.6K | 0.02% | 601 |
|
|
2023
Q3 | $466K | Buy |
3,435
+1,082
| +46% | +$147K | 0.02% | 632 |
|
|
2023
Q2 | $331K | Buy |
2,353
+178
| +8% | +$25.1K | 0.01% | 715 |
|
|
2023
Q1 | $298K | Sell |
2,175
-23
| -1% | -$3.15K | 0.01% | 708 |
|
|
2022
Q4 | $305K | Buy |
2,198
+78
| +4% | +$10.8K | 0.01% | 661 |
|
|
2022
Q3 | $273K | Sell |
2,120
-12
| -0.6% | -$1.55K | 0.01% | 664 |
|
|
2022
Q2 | $290K | Buy |
2,132
+10
| +0.5% | +$1.36K | 0.01% | 672 |
|
|
2022
Q1 | $342K | Sell |
2,122
-191
| -8% | -$30.8K | 0.02% | 662 |
|
|
2021
Q4 | $384K | Buy |
2,313
+115
| +5% | +$19.1K | 0.02% | 640 |
|
|
2021
Q3 | $352K | Sell |
2,198
-3
| -0.1% | -$480 | 0.02% | 638 |
|
|
2021
Q2 | $369K | Buy |
2,201
+176
| +9% | +$29.5K | 0.02% | 644 |
|
|
2021
Q1 | $327K | Buy |
2,025
+155
| +8% | +$25K | 0.02% | 613 |
|
|
2020
Q4 | $246K | Buy |
+1,870
| New | +$246K | 0.02% | 594 |
|
|
2020
Q3 | – | Sell |
-2,098
| Closed | -$204K | – | 626 |
|
|
2020
Q2 | $204K | Buy |
+2,098
| New | +$204K | 0.02% | 537 |
|
|
2020
Q1 | – | Sell |
-2,310
| Closed | -$297K | – | 503 |
|
|
2019
Q4 | $297K | Sell |
2,310
-118
| -5% | -$15.2K | 0.04% | 366 |
|
|
2019
Q3 | $290K | Buy |
2,428
+107
| +5% | +$12.8K | 0.05% | 341 |
|
|
2019
Q2 | $280K | Buy |
2,321
+511
| +28% | +$61.6K | 0.05% | 338 |
|
|
2019
Q1 | $217K | Buy |
+1,810
| New | +$217K | 0.03% | 418 |
|