Milestone Investment 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 | $11.9K | Hold |
76
| – | – | ﹤0.01% | 115 |
|
2025
Q1 | $11.4K | Hold |
76
| – | – | ﹤0.01% | 118 |
|
2024
Q4 | $12.4K | Hold |
76
| – | – | ﹤0.01% | 118 |
|
2024
Q3 | $12.6K | Hold |
76
| – | – | ﹤0.01% | 117 |
|
2024
Q2 | $11.5K | Hold |
76
| – | – | ﹤0.01% | 116 |
|
2024
Q1 | $12K | Hold |
76
| – | – | ﹤0.01% | 114 |
|
2023
Q4 | $11.8K | Hold |
76
| – | – | ﹤0.01% | 113 |
|
2023
Q3 | $10.3K | Hold |
76
| – | – | ﹤0.01% | 293 |
|
2023
Q2 | $10.7K | Hold |
76
| – | – | ﹤0.01% | 106 |
|
2023
Q1 | $10.4K | Hold |
76
| – | – | ﹤0.01% | 296 |
|
2022
Q4 | $10.5K | Buy |
+76
| New | +$10.5K | ﹤0.01% | 104 |
|