LPL Financial’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 | $179M | Buy |
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|
2025
Q2 | $158M | Buy |
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|
2025
Q1 | $149M | Sell |
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|
2024
Q4 | $163M | Sell |
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|
2024
Q3 | $169M | Buy |
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|
2024
Q2 | $125M | Buy |
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|
2024
Q1 | $120M | Buy |
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|
2023
Q4 | $114M | Buy |
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|
2023
Q3 | $81.4M | Buy |
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|
2023
Q2 | $83.2M | Sell |
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|
2023
Q1 | $88.6M | Sell |
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|
2022
Q4 | $93.2M | Buy |
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|
2022
Q3 | $85.5M | Buy |
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|
2022
Q2 | $89.1M | Buy |
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|
2022
Q1 | $106M | Sell |
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|
2021
Q4 | $115M | Buy |
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|
2021
Q3 | $106M | Buy |
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|
2021
Q2 | $106M | Buy |
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|
2021
Q1 | $91M | Buy |
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|
2020
Q4 | $73M | Buy |
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|
2020
Q3 | $51.7M | Buy |
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|
2020
Q2 | $46.6M | Sell |
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|
2020
Q1 | $39.4M | Sell |
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|
2019
Q4 | $63.2M | Buy |
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|
2019
Q3 | $57.2M | Buy |
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|
2019
Q2 | $55M | Buy |
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|
2019
Q1 | $53.8M | Buy |
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|
2018
Q4 | $48M | Buy |
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|
2018
Q3 | $59.2M | Buy |
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|
2018
Q2 | $56.1M | Sell |
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|
2018
Q1 | $53M | Buy |
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|
2017
Q4 | $51.7M | Buy |
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|
2017
Q3 | $49.1M | Sell |
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|
2017
Q2 | $47.9M | Buy |
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|
2017
Q1 | $3.14M | Buy |
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|
2016
Q4 | $2.61M | Sell |
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|
2016
Q3 | $6.19M | Sell |
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|
2016
Q2 | $7.6M | Sell |
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|
2016
Q1 | $68.6M | Sell |
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|
2015
Q4 | $69.4M | Buy |
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|
2015
Q3 | $36.3M | Buy |
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|
2015
Q2 | $39.4M | Buy |
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|
2015
Q1 | $34.9M | Buy |
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|
2014
Q4 | $30.8M | Sell |
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|
2014
Q3 | $28.3M | Sell |
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|
2014
Q2 | $31.9M | Buy |
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|
2014
Q1 | $27.6M | Sell |
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|
2013
Q4 | $28.2M | Buy |
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|
2013
Q3 | $26.1M | Sell |
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|
2013
Q2 | $24.9M | Buy |
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