LMG Wealth Partners’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 | $377K | Hold |
2,392
| – | – | 0.08% | 108 |
|
|
2025
Q1 | $361K | Hold |
2,392
| – | – | 0.08% | 107 |
|
|
2024
Q4 | $393K | Hold |
2,392
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $399K | Hold |
2,392
| – | – | 0.09% | 95 |
|
|
2024
Q2 | $364K | Hold |
2,392
| – | – | 0.09% | 97 |
|
|
2024
Q1 | $380K | Hold |
2,392
| – | – | 0.1% | 98 |
|
|
2023
Q4 | $372K | Hold |
2,392
| – | – | 0.1% | 81 |
|
|
2023
Q3 | $324K | Hold |
2,392
| – | – | 0.1% | 83 |
|
|
2023
Q2 | $337K | Hold |
2,392
| – | – | 0.1% | 85 |
|
|
2023
Q1 | $328K | Hold |
2,392
| – | – | 0.11% | 87 |
|
|
2022
Q4 | $354K | Buy |
+2,392
| New | +$354K | 0.12% | 84 |
|