Mayflower Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
2,483
| – | – | 0.05% | 270 |
|
|
2025
Q1 | $375K | Sell |
2,483
-26
| -1% | -$3.93K | 0.06% | 268 |
|
|
2024
Q4 | $412K | Hold |
2,509
| – | – | 0.06% | 251 |
|
|
2024
Q3 | $419K | Hold |
2,509
| – | – | 0.06% | 245 |
|
|
2024
Q2 | $382K | Hold |
2,509
| – | – | 0.06% | 248 |
|
|
2024
Q1 | $398K | Sell |
2,509
-12
| -0.5% | -$1.91K | 0.07% | 244 |
|
|
2023
Q4 | $392K | Sell |
2,521
-92
| -4% | -$14.3K | 0.05% | 228 |
|
|
2023
Q3 | $354K | Sell |
2,613
-209
| -7% | -$28.3K | 0.05% | 231 |
|
|
2023
Q2 | $397K | Sell |
2,822
-25
| -0.9% | -$3.52K | 0.05% | 241 |
|
|
2023
Q1 | $390K | Buy |
2,847
+26
| +0.9% | +$3.56K | 0.05% | 236 |
|
|
2022
Q4 | $391K | Buy |
+2,821
| New | +$391K | 0.05% | 231 |
|