Leo Wealth LLC’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 | $335K | Buy |
2,120
+401
| +23% | +$63.3K | 0.03% | 292 |
|
|
2025
Q1 | $260K | Sell |
1,719
-251
| -13% | -$37.9K | 0.04% | 234 |
|
|
2024
Q4 | $323K | Sell |
1,970
-47
| -2% | -$7.72K | 0.03% | 280 |
|
|
2024
Q3 | $336K | Buy |
2,017
+7
| +0.3% | +$1.17K | 0.03% | 266 |
|
|
2024
Q2 | $306K | Buy |
2,010
+6
| +0.3% | +$913 | 0.03% | 267 |
|
|
2024
Q1 | $318K | Sell |
2,004
-191
| -9% | -$30.3K | 0.03% | 261 |
|
|
2023
Q4 | $340K | Buy |
+2,195
| New | +$340K | 0.04% | 250 |
|