NWAM LLC’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 | $1.76M | Buy |
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|
2025
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.18M | Hold |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $972K | Buy |
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|
2023
Q1 | $676K | Sell |
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|
2022
Q4 | $943K | Buy |
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|
2022
Q3 | $742K | Sell |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $913K | Buy |
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|
2021
Q4 | $747K | Sell |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $952K | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $713K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $513K | Sell |
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|
2020
Q1 | $589 | Buy |
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|
2019
Q4 | $880K | Hold |
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|
2019
Q3 | $817K | Buy |
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|
2019
Q2 | $799K | Sell |
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|
2019
Q1 | $815K | Sell |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $917K | Hold |
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|
2018
Q2 | $909K | Sell |
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|
2018
Q1 | $847K | Sell |
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|
2017
Q4 | $1M | Buy |
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|
2017
Q3 | $958K | Buy |
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|
2017
Q2 | $870K | Sell |
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|
2017
Q1 | $937K | Buy |
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|
2016
Q4 | $925K | Sell |
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|
2016
Q3 | $833K | Sell |
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|
2016
Q2 | $974K | Sell |
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|
2016
Q1 | $947K | Buy |
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|
2015
Q4 | $594K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $388K | Buy |
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|
2015
Q1 | $341K | Sell |
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|
2014
Q4 | $1.42M | Sell |
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $1.45M | Sell |
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|
2014
Q1 | $1.48M | Buy |
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|
2013
Q4 | $331K | Sell |
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|
2013
Q3 | $361K | Sell |
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|
2013
Q2 | $361K | Buy |
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