Merit Financial Group’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 | $1.54M | Buy |
9,778
+1,669
| +21% | +$263K | 0.02% | 611 |
|
|
2025
Q1 | $1.22M | Buy |
8,109
+1,827
| +29% | +$276K | 0.02% | 583 |
|
|
2024
Q4 | $1.03M | Buy |
6,282
+4,836
| +334% | +$794K | 0.02% | 502 |
|
|
2024
Q3 | $241K | Sell |
1,446
-465
| -24% | -$77.6K | 0.01% | 734 |
|
|
2024
Q2 | $291K | Sell |
1,911
-86
| -4% | -$13.1K | 0.01% | 742 |
|
|
2024
Q1 | $308K | Buy |
+1,997
| New | +$308K | 0.01% | 697 |
|
|
2022
Q2 | – | Sell |
-1,405
| Closed | -$227K | – | 586 |
|
|
2022
Q1 | $227K | Hold |
1,405
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $233K | Sell |
1,405
-48
| -3% | -$7.96K | 0.02% | 248 |
|
|
2021
Q3 | $233K | Buy |
1,453
+61
| +4% | +$9.78K | 0.02% | 240 |
|
|
2021
Q2 | $231K | Buy |
+1,392
| New | +$231K | 0.02% | 238 |
|