Mutual Advisors’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 | $1.02M | Buy |
6,177
+2,659
| +76% | +$440K | 0.03% | 502 |
|
|
2025
Q1 | $509K | Sell |
3,518
-795
| -18% | -$115K | 0.01% | 702 |
|
|
2024
Q4 | $717K | Buy |
4,313
+884
| +26% | +$147K | 0.02% | 588 |
|
|
2024
Q3 | $568K | Buy |
3,429
+161
| +5% | +$26.7K | 0.02% | 660 |
|
|
2024
Q2 | $554K | Sell |
3,268
-725
| -18% | -$123K | 0.02% | 663 |
|
|
2024
Q1 | $634K | Buy |
3,993
+1,468
| +58% | +$233K | 0.02% | 614 |
|
|
2023
Q4 | $392K | Sell |
2,525
-42
| -2% | -$6.52K | 0.01% | 728 |
|
|
2023
Q3 | $348K | Sell |
2,567
-265
| -9% | -$35.9K | 0.01% | 728 |
|
|
2023
Q2 | $399K | Buy |
2,832
+1,037
| +58% | +$146K | 0.02% | 712 |
|
|
2023
Q1 | $246K | Buy |
1,795
+194
| +12% | +$26.6K | 0.01% | 840 |
|
|
2022
Q4 | $222K | Buy |
+1,601
| New | +$222K | 0.01% | 840 |
|
|
2022
Q3 | – | Sell |
-1,520
| Closed | -$207K | – | 899 |
|
|
2022
Q2 | $207K | Sell |
1,520
-35,499
| -96% | -$4.83M | 0.01% | 781 |
|
|
2022
Q1 | $5.98M | Buy |
37,019
+14,539
| +65% | +$2.35M | 0.33% | 61 |
|
|
2021
Q4 | $3.73M | Buy |
+22,480
| New | +$3.73M | 0.2% | 112 |
|
|
2021
Q3 | – | Sell |
-22,278
| Closed | -$3.69M | – | 880 |
|
|
2021
Q2 | $3.69M | Buy |
22,278
+176
| +0.8% | +$29.2K | 0.22% | 112 |
|
|
2021
Q1 | $3.53M | Sell |
22,102
-3,530
| -14% | -$563K | 0.24% | 96 |
|
|
2020
Q4 | $3.38M | Buy |
+25,632
| New | +$3.38M | 0.25% | 89 |
|