Midland Wealth 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 | – | Sell |
-1,500
| Closed | -$226K | – | 181 |
|
|
2025
Q1 | $226K | Sell |
1,500
-745
| -33% | -$112K | 0.01% | 170 |
|
|
2024
Q4 | $369K | Sell |
2,245
-1,216
| -35% | -$200K | 0.02% | 148 |
|
|
2024
Q3 | $577K | Sell |
3,461
-1,718
| -33% | -$287K | 0.03% | 127 |
|
|
2024
Q2 | $789K | Sell |
5,179
-317
| -6% | -$48.3K | 0.05% | 105 |
|
|
2024
Q1 | $873K | Sell |
5,496
-4,275
| -44% | -$679K | 0.05% | 100 |
|
|
2023
Q4 | $1.52M | Buy |
+9,771
| New | +$1.52M | 0.1% | 56 |
|