Lowe Brockenbrough & Co’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 | $1.67M | Sell |
10,594
-2,558
| -19% | -$404K | 0.09% | 130 |
|
|
2025
Q1 | $1.99M | Buy |
13,152
+427
| +3% | +$64.5K | 0.13% | 124 |
|
|
2024
Q4 | $2.09M | Sell |
12,725
-622
| -5% | -$102K | 0.13% | 119 |
|
|
2024
Q3 | $2.23M | Buy |
13,347
+188
| +1% | +$31.4K | 0.14% | 120 |
|
|
2024
Q2 | $2M | Sell |
13,159
-622
| -5% | -$94.7K | 0.13% | 122 |
|
|
2024
Q1 | $2.19M | Sell |
13,781
-532
| -4% | -$84.5K | 0.15% | 119 |
|
|
2023
Q4 | $2.22M | Sell |
14,313
-3,425
| -19% | -$532K | 0.17% | 116 |
|
|
2023
Q3 | $2.42M | Hold |
17,738
| – | – | 0.19% | 113 |
|
|
2023
Q2 | $2.5M | Sell |
17,738
-307
| -2% | -$43.2K | 0.19% | 111 |
|
|
2023
Q1 | $2.47M | Sell |
18,045
-839
| -4% | -$115K | 0.2% | 109 |
|
|
2022
Q4 | $2.62M | Buy |
18,884
+3,775
| +25% | +$523K | 0.23% | 101 |
|
|
2022
Q3 | $1.95M | Sell |
15,109
-3,556
| -19% | -$458K | 0.19% | 121 |
|
|
2022
Q2 | $2.54M | Sell |
18,665
-1,048
| -5% | -$143K | 0.22% | 102 |
|
|
2022
Q1 | $3.18M | Sell |
19,713
-2,422
| -11% | -$391K | 0.23% | 100 |
|
|
2021
Q4 | $3.68M | Buy |
22,135
+3,274
| +17% | +$544K | 0.27% | 91 |
|
|
2021
Q3 | $3.02M | Sell |
18,861
-398
| -2% | -$63.8K | 0.24% | 106 |
|
|
2021
Q2 | $3.19M | Buy |
19,259
+212
| +1% | +$35.1K | 0.29% | 85 |
|
|
2021
Q1 | $3.04M | Buy |
19,047
+524
| +3% | +$83.6K | 0.3% | 86 |
|
|
2020
Q4 | $2.44M | Buy |
18,523
+607
| +3% | +$80K | 0.26% | 94 |
|
|
2020
Q3 | $1.78M | Buy |
17,916
+3,067
| +21% | +$305K | 0.22% | 100 |
|
|
2020
Q2 | $1.45M | Buy |
+14,849
| New | +$1.45M | 0.19% | 113 |
|