Mayflower Financial Advisors’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 | $439K | Hold |
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|
2025
Q2 | $392K | Hold |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $398K | Sell |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $391K | Buy |
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