MilWealth 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 | $65.8K | Hold |
417
| – | – | 0.02% | 39 |
|
|
2025
Q1 | $63K | Hold |
417
| – | – | 0.02% | 41 |
|
|
2024
Q4 | $68.5K | Hold |
417
| – | – | 0.02% | 51 |
|
|
2024
Q3 | $69.6K | Hold |
417
| – | – | 0.02% | 37 |
|
|
2024
Q2 | $63.5K | Hold |
417
| – | – | 0.02% | 36 |
|
|
2024
Q1 | $66.3K | Hold |
417
| – | – | 0.02% | 35 |
|
|
2023
Q4 | $64.8K | Hold |
417
| – | – | 0.02% | 35 |
|
|
2023
Q3 | $56.6K | Hold |
417
| – | – | 0.02% | 35 |
|
|
2023
Q2 | $58.7K | Hold |
417
| – | – | 0.02% | 36 |
|
|
2023
Q1 | $57.2K | Hold |
417
| – | – | 0.02% | 35 |
|
|
2022
Q4 | $57.9K | Hold |
417
| – | – | 0.02% | 35 |
|
|
2022
Q3 | $53.8K | Hold |
417
| – | – | 0.02% | 33 |
|
|
2022
Q2 | $56.8K | Hold |
417
| – | – | 0.02% | 38 |
|
|
2022
Q1 | $67.3K | Hold |
417
| – | – | 0.03% | 37 |
|
|
2021
Q4 | $69.3K | Hold |
417
| – | – | 0.03% | 35 |
|
|
2021
Q3 | $66.9K | Hold |
417
| – | – | 0.03% | 35 |
|
|
2021
Q2 | $69.2K | Hold |
417
| – | – | 0.03% | 33 |
|
|
2021
Q1 | $66.5K | Hold |
417
| – | – | 0.03% | 31 |
|
|
2020
Q4 | $55K | Hold |
417
| – | – | 0.03% | 31 |
|
|
2020
Q3 | $41.4K | Hold |
417
| – | – | 0.02% | 33 |
|
|
2020
Q2 | $40.7K | Hold |
417
| – | – | 0.02% | 34 |
|
|
2020
Q1 | $34.2K | Hold |
417
| – | – | 0.03% | 34 |
|
|
2019
Q4 | $53.6K | Hold |
417
| – | – | 0.04% | 30 |
|
|
2019
Q3 | $49.8K | Hold |
417
| – | – | 0.04% | 31 |
|
|
2019
Q2 | $50.3K | Hold |
417
| – | – | 0.04% | 28 |
|
|
2019
Q1 | $50K | Hold |
417
| – | – | 0.04% | 28 |
|
|
2018
Q4 | $44.9K | Buy |
+417
| New | +$44.9K | 0.04% | 31 |
|