Mutual 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
Q3 | $1.19M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $392K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $399K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $3.52M | Sell |
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|
2020
Q4 | $3.38M | Buy |
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