Mather Group’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 | $356K | Hold |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $518K | Sell |
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|
2021
Q4 | $537K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $547K | Buy |
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