NewEdge Wealth’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 | $1M | Hold |
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|
2025
Q2 | $909K | Buy |
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|
2025
Q1 | $636K | Sell |
|
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|
2024
Q4 | $1.07M | Buy |
|
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|
2024
Q3 | $675K | Buy |
|
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|
2024
Q2 | $521K | Sell |
|
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|
2024
Q1 | $554K | Buy |
|
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|
2023
Q4 | $531K | Sell |
|
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $724K | Sell |
|
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|
2023
Q1 | $821K | Buy |
|
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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