N.E.W. Advisory Services’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 | $386K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $297K | Sell |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $859K | Buy |
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|
2021
Q4 | $544K | Sell |
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|
2021
Q3 | $599K | Sell |
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|
2021
Q2 | $700K | Sell |
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|
2021
Q1 | $873K | Sell |
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|
2020
Q4 | $1.01M | Buy |
|