Morris Financial Concepts’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 | $1.18M | Buy |
7,504
+12
| +0.2% | +$1.89K | 0.47% | 40 |
|
|
2025
Q1 | $1.13M | Sell |
7,492
-27
| -0.4% | -$4.08K | 0.47% | 38 |
|
|
2024
Q4 | $1.23M | Buy |
7,519
+2
| +0% | +$328 | 0.53% | 32 |
|
|
2024
Q3 | $1.25M | Buy |
7,517
+366
| +5% | +$61.1K | 0.54% | 35 |
|
|
2024
Q2 | $1.09M | Buy |
7,151
+93
| +1% | +$14.2K | 0.52% | 35 |
|
|
2024
Q1 | $1.12M | Sell |
7,058
-83
| -1% | -$13.2K | 0.57% | 32 |
|
|
2023
Q4 | $1.11M | Sell |
7,141
-9
| -0.1% | -$1.4K | 0.63% | 30 |
|
|
2023
Q3 | $969K | Sell |
7,150
-3
| -0% | -$407 | 0.64% | 30 |
|
|
2023
Q2 | $1.01M | Buy |
7,153
+7
| +0.1% | +$986 | 0.65% | 30 |
|
|
2023
Q1 | $979K | Sell |
7,146
-53
| -0.7% | -$7.26K | 0.69% | 28 |
|
|
2022
Q4 | $998K | Buy |
7,199
+10
| +0.1% | +$1.39K | 0.81% | 26 |
|
|
2022
Q3 | $927K | Sell |
7,189
-19
| -0.3% | -$2.45K | 0.96% | 22 |
|
|
2022
Q2 | $981K | Sell |
7,208
-7
| -0.1% | -$953 | 0.93% | 22 |
|
|
2022
Q1 | $1.16M | Sell |
7,215
-2
| -0% | -$323 | 0.97% | 21 |
|
|
2021
Q4 | $1.2M | Buy |
+7,217
| New | +$1.2M | 1% | 21 |
|