Lutz Financial Services’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 | $433K | Sell |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $539K | Sell |
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|
2024
Q1 | $712K | Sell |
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|
2023
Q4 | $698K | Hold |
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|
2023
Q3 | $609K | Sell |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $622K | Hold |
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|
2022
Q4 | $630K | Hold |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $618K | Hold |
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|
2022
Q1 | $733K | Hold |
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|
2021
Q4 | $754K | Hold |
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|
2021
Q3 | $728K | Hold |
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|
2021
Q2 | $753K | Hold |
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|
2021
Q1 | $724K | Hold |
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|
2020
Q4 | $598K | Hold |
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|
2020
Q3 | $451K | Hold |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $373K | Hold |
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|
2019
Q4 | $584K | Hold |
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|
2019
Q3 | $542K | Hold |
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|
2019
Q2 | $547K | Sell |
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|
2019
Q1 | $574K | Hold |
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|
2018
Q4 | $515K | Buy |
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|
2018
Q3 | $604K | Hold |
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|
2018
Q2 | $599K | Hold |
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|
2018
Q1 | $554K | Hold |
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|
2017
Q4 | $571K | Buy |
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