Live Oak Private Wealth’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 | $227K | Hold |
1,438
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $217K | Hold |
1,438
| – | – | 0.04% | 174 |
|
|
2024
Q4 | $236K | Hold |
1,438
| – | – | 0.04% | 161 |
|
|
2024
Q3 | $240K | Hold |
1,438
| – | – | 0.04% | 160 |
|
|
2024
Q2 | $219K | Hold |
1,438
| – | – | 0.04% | 157 |
|
|
2024
Q1 | $228K | Hold |
1,438
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $223K | Buy |
+1,438
| New | +$223K | 0.04% | 152 |
|
|
2023
Q3 | – | Sell |
-1,438
| Closed | -$202K | – | 164 |
|
|
2023
Q2 | $202K | Buy |
+1,438
| New | +$202K | 0.04% | 153 |
|