Luts & Greenleigh Group’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 | $1.31M | Buy |
8,280
+891
| +12% | +$141K | 1.25% | 17 |
|
|
2025
Q1 | $1.12M | Sell |
7,389
-25
| -0.3% | -$3.78K | 1.11% | 20 |
|
|
2024
Q4 | $1.22M | Buy |
7,414
+110
| +2% | +$18.1K | 1.2% | 18 |
|
|
2024
Q3 | $1.22M | Buy |
7,304
+110
| +2% | +$18.3K | 1.17% | 19 |
|
|
2024
Q2 | $1.1M | Buy |
+7,194
| New | +$1.1M | 1.14% | 19 |
|
|
2023
Q4 | $1.15M | Sell |
7,420
-260
| -3% | -$40.4K | 1.45% | 13 |
|
|
2023
Q3 | $1.04M | Buy |
7,680
+493
| +7% | +$66.8K | 1.29% | 17 |
|
|
2023
Q2 | $1.01M | Buy |
7,187
+653
| +10% | +$91.9K | 1.25% | 18 |
|
|
2023
Q1 | $895K | Sell |
6,534
-1,346
| -17% | -$184K | 1.14% | 17 |
|
|
2022
Q4 | $1.09M | Buy |
+7,880
| New | +$1.09M | 1.38% | 16 |
|