Northeast Financial Consultants’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
Q2 | $2.54M | Buy |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $5.33M | Buy |
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $5.07M | Buy |
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|
2023
Q4 | $4.96M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $262K | Hold |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $380K | Hold |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Hold |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $203K | Buy |
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