MFT
IWN icon

Moisand Fitzgerald Tamayo’s iShares Russell 2000 Value ETF IWN Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio IWN Stock Details IWN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$277K Hold
1,757
– – 0.04% 98
2025
Q1 		$265K Hold
1,757
– – 0.04% 98
2024
Q4 		$288K Hold
1,757
– – 0.04% 90
2024
Q3 		$293K Hold
1,757
– – 0.04% 93
2024
Q2 		$268K Hold
1,757
– – 0.04% 91
2024
Q1 		$279K Hold
1,757
– – 0.04% 90
2023
Q4 		$273K Hold
1,757
– – 0.05% 90
2023
Q3 		$238K Sell
1,757
-88
-5% -$11.9K 0.05% 88
2023
Q2 		$260K Hold
1,845
– – 0.05% 87
2023
Q1 		$253K Hold
1,845
– – 0.05% 87
2022
Q4 		$256K Hold
1,845
– – 0.06% 90
2022
Q3 		$238K Hold
1,845
– – 0.07% 86
2022
Q2 		$251K Buy
1,845
+283
+18% +$38.5K 0.07% 84
2022
Q1 		$252K Sell
1,562
-283
-15% -$45.7K 0.11% 67
2021
Q4 		$306K Hold
1,845
– – 0.09% 76
2021
Q3 		$296K Sell
1,845
-97
-5% -$15.6K 0.1% 75
2021
Q2 		$322K Buy
1,942
+62
+3% +$10.3K 0.12% 67
2021
Q1 		$300K Sell
1,880
-77
-4% -$12.3K 0.13% 65
2020
Q4 		$258K Sell
1,957
-42
-2% -$5.54K 0.12% 70
2020
Q3 		$199K Hold
1,999
– – 0.1% 72
2020
Q2 		$195K Hold
1,999
– – 0.11% 71
2020
Q1 		$164K Hold
1,999
– – 0.11% 71
2019
Q4 		$257K Hold
1,999
– – 0.13% 69
2019
Q3 		$239K Hold
1,999
– – 0.13% 69
2019
Q2 		$241K Hold
1,999
– – 0.13% 68
2019
Q1 		$240K Hold
1,999
– – 0.13% 70
2018
Q4 		$215K Hold
1,999
– – 0.13% 70
2018
Q3 		$266K Sell
1,999
-43
-2% -$5.72K 0.15% 66
2018
Q2 		$269K Sell
2,042
-128
-6% -$16.9K 0.16% 65
2018
Q1 		$264K Sell
2,170
-19
-0.9% -$2.31K 0.16% 64
2017
Q4 		$275K Sell
2,189
-30
-1% -$3.77K 0.16% 54
2017
Q3 		$275K Hold
2,219
– – 0.17% 57
2017
Q2 		$264K Hold
2,219
– – 0.18% 54
2017
Q1 		$262K Hold
2,219
– – 0.18% 54
2016
Q4 		$264K Hold
2,219
– – 0.2% 53
2016
Q3 		$232K Hold
2,219
– – 0.18% 54
2016
Q2 		$216K Hold
2,219
– – 0.18% 51
2016
Q1 		$207K Hold
2,219
– – 0.17% 52
2015
Q4 		$204K Buy
+2,219
New +$204K 0.18% 52