Marotta Asset Management’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 | $319K | Hold |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $341K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $349K | Buy |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $362K | Hold |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $472K | Sell |
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|
2021
Q3 | $528K | Sell |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $622K | Sell |
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|
2020
Q3 | $708K | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $898K | Buy |
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|
2019
Q4 | $1.23M | Buy |
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