Northwest Wealth Management’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 | $3.66M | Hold |
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|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.41M | Sell |
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|
2024
Q3 | $3.51M | Sell |
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|
2024
Q2 | $3.24M | Sell |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $4.71M | Sell |
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|
2023
Q3 | $4.28M | Buy |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.34M | Sell |
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|
2022
Q4 | $5.56M | Sell |
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|
2022
Q3 | $5.28M | Buy |
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|
2022
Q2 | $5.51M | Sell |
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|
2022
Q1 | $7.56M | Buy |
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|
2021
Q4 | $6.68M | Buy |
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|
2021
Q3 | $6.36M | Buy |
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|
2021
Q2 | $6.58M | Sell |
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|
2021
Q1 | $6.38M | Sell |
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|
2020
Q4 | $5.58M | Buy |
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|
2020
Q3 | $3.67M | Sell |
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|
2020
Q2 | $3.75M | Buy |
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|
2020
Q1 | $3.15M | Buy |
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|
2019
Q4 | $465K | Sell |
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|
2019
Q3 | $444K | Sell |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | $408K | Sell |
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|
2018
Q3 | $504K | Sell |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $474K | Sell |
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|
2017
Q4 | $500K | Hold |
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|
2017
Q3 | $493K | Sell |
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|
2017
Q2 | $481K | Buy |
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|
2017
Q1 | $477K | Sell |
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|
2016
Q4 | $486K | Buy |
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