LMG Wealth Partners’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
Q3 | $2.48M | Buy |
|
|||||
|
2025
Q2 | $377K | Hold |
|
|||||
|
2025
Q1 | $361K | Hold |
|
|||||
|
2024
Q4 | $393K | Hold |
|
|||||
|
2024
Q3 | $399K | Hold |
|
|||||
|
2024
Q2 | $364K | Hold |
|
|||||
|
2024
Q1 | $380K | Hold |
|
|||||
|
2023
Q4 | $372K | Hold |
|
|||||
|
2023
Q3 | $324K | Hold |
|
|||||
|
2023
Q2 | $337K | Hold |
|
|||||
|
2023
Q1 | $328K | Hold |
|
|||||
|
2022
Q4 | $354K | Buy |
|