Moisand Fitzgerald Tamayo’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $293K | Hold |
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|
2024
Q2 | $268K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $199K | Hold |
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|
2020
Q2 | $195K | Hold |
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|
2020
Q1 | $164K | Hold |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $240K | Hold |
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|
2018
Q4 | $215K | Hold |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $264K | Sell |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $262K | Hold |
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|
2016
Q4 | $264K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $216K | Hold |
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|
2016
Q1 | $207K | Hold |
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|
2015
Q4 | $204K | Buy |
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