MAA
Matrix Asset Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
1,765
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $266K | Hold |
1,765
| – | – | 0.03% | 87 |
|
|
2024
Q4 | $290K | Hold |
1,765
| – | – | 0.03% | 90 |
|
|
2024
Q3 | $294K | Buy |
+1,765
| New | +$294K | 0.03% | 81 |
|
|
2022
Q2 | – | Sell |
-2,370
| Closed | -$383K | – | 87 |
|
|
2022
Q1 | $383K | Hold |
2,370
| – | – | 0.05% | 70 |
|
|
2021
Q4 | $394K | Buy |
+2,370
| New | +$394K | 0.05% | 71 |
|