Lake Street Private Wealth’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 | – | Sell |
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|
2025
Q1 | $276K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $651K | Buy |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $4.92M | Buy |
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|
2023
Q3 | $4.23M | Buy |
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|
2023
Q2 | $3.15M | Sell |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $3.02M | Buy |
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|
2022
Q2 | $3.11M | Buy |
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|
2022
Q1 | $3.59M | Buy |
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|
2021
Q4 | $3.48M | Buy |
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|
2021
Q3 | $3.35M | Buy |
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|
2021
Q2 | $3.35M | Sell |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q4 | $3.28M | Sell |
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|
2020
Q3 | $2.48M | Buy |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $2.41M | Buy |
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|
2019
Q4 | $3.67M | Buy |
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|
2019
Q3 | $3.39M | Buy |
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|
2019
Q2 | $3.42M | Sell |
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|
2019
Q1 | $3.42M | Buy |
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