Mosaic Family Wealth Partners’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
Q3 | $336K | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $474K | Buy |
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|
2024
Q2 | $428K | Sell |
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|
2024
Q1 | $453K | Sell |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $521K | Hold |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $540K | Buy |
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|
2022
Q4 | $546K | Buy |
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