Morton Brown Family Wealth’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 | $11K | Hold |
70
| – | – | ﹤0.01% | 185 |
|
|
2025
Q1 | $10.6K | Hold |
70
| – | – | ﹤0.01% | 187 |
|
|
2024
Q4 | $11.5K | Hold |
70
| – | – | ﹤0.01% | 166 |
|
|
2024
Q3 | $11.7K | Hold |
70
| – | – | ﹤0.01% | 159 |
|
|
2024
Q2 | $11.6K | Hold |
70
| – | – | ﹤0.01% | 148 |
|
|
2024
Q1 | $11.1K | Hold |
70
| – | – | ﹤0.01% | 147 |
|
|
2023
Q4 | $10.9K | Hold |
70
| – | – | ﹤0.01% | 177 |
|
|
2023
Q3 | $9.49K | Hold |
70
| – | – | ﹤0.01% | 126 |
|
|
2023
Q2 | $9.86K | Hold |
70
| – | – | 0.01% | 120 |
|
|
2023
Q1 | $9.59K | Hold |
70
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $9.71K | Hold |
70
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $9K | Hold |
70
| – | – | 0.01% | 116 |
|
|
2022
Q2 | $10K | Buy |
+70
| New | +$10K | 0.01% | 109 |
|