Monograph Wealth Advisors’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 | $518K | Buy |
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|
2025
Q1 | $452K | Sell |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $510K | Hold |
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|
2024
Q2 | $465K | Hold |
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|
2024
Q1 | $485K | Hold |
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|
2023
Q4 | $475K | Hold |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $493K | Hold |
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|
2021
Q4 | $507K | Buy |
|