Noble Family Wealth’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 | $4.03M | Sell |
25,533
-902
| -3% | -$142K | 0.98% | 21 |
|
|
2025
Q1 | $3.99M | Hold |
26,435
| – | – | 1.1% | 18 |
|
|
2024
Q4 | $4.33M | Sell |
26,435
-29
| -0.1% | -$4.75K | 1.19% | 18 |
|
|
2024
Q3 | $4.41M | Hold |
26,464
| – | – | 1.19% | 18 |
|
|
2024
Q2 | $4.03M | Hold |
26,464
| – | – | 1.16% | 18 |
|
|
2024
Q1 | $4.2M | Sell |
26,464
-209
| -0.8% | -$33.2K | 1.2% | 18 |
|
|
2023
Q4 | $4.14M | Buy |
26,673
+287
| +1% | +$44.6K | 1.25% | 18 |
|
|
2023
Q3 | $3.58M | Sell |
26,386
-193
| -0.7% | -$26.2K | 1.21% | 19 |
|
|
2023
Q2 | $3.74M | Sell |
26,579
-2,558
| -9% | -$360K | 1.22% | 20 |
|
|
2023
Q1 | $3.99M | Buy |
+29,137
| New | +$3.99M | 1.36% | 19 |
|