Oldfather Financial Services’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 | $5.76M | Buy |
36,528
+1,715
| +5% | +$271K | 1.98% | 15 |
|
|
2025
Q1 | $5.26M | Buy |
34,813
+941
| +3% | +$142K | 2% | 15 |
|
|
2024
Q4 | $5.56M | Buy |
33,872
+28
| +0.1% | +$4.6K | 2.12% | 14 |
|
|
2024
Q3 | $5.65M | Sell |
33,844
-340
| -1% | -$56.7K | 2.17% | 14 |
|
|
2024
Q2 | $5.21M | Buy |
34,184
+336
| +1% | +$51.2K | 2.14% | 14 |
|
|
2024
Q1 | $5.38M | Buy |
33,848
+681
| +2% | +$108K | 2.21% | 14 |
|
|
2023
Q4 | $5.15M | Buy |
33,167
+2,106
| +7% | +$327K | 2.3% | 13 |
|
|
2023
Q3 | $4.21M | Buy |
31,061
+452
| +1% | +$61.3K | 2.14% | 14 |
|
|
2023
Q2 | $4.31M | Sell |
30,609
-686
| -2% | -$96.6K | 2.11% | 14 |
|
|
2023
Q1 | $4.29M | Buy |
31,295
+3,188
| +11% | +$437K | 2.22% | 13 |
|
|
2022
Q4 | $3.9M | Buy |
28,107
+2,504
| +10% | +$347K | 2.22% | 14 |
|
|
2022
Q3 | $3.3M | Buy |
25,603
+869
| +4% | +$112K | 2.07% | 14 |
|
|
2022
Q2 | $3.63M | Buy |
24,734
+1,842
| +8% | +$270K | 2.07% | 13 |
|
|
2022
Q1 | $3.5M | Buy |
22,892
+1,674
| +8% | +$256K | 1.9% | 14 |
|
|
2021
Q4 | $3.4M | Buy |
21,218
+1,905
| +10% | +$305K | 1.79% | 15 |
|
|
2021
Q3 | $3.38M | Sell |
19,313
-653
| -3% | -$114K | 1.74% | 16 |
|
|
2021
Q2 | $3.23M | Buy |
19,966
+559
| +3% | +$90.4K | 1.77% | 16 |
|
|
2021
Q1 | $3.11M | Sell |
19,407
-2,007
| -9% | -$322K | 1.79% | 15 |
|
|
2020
Q4 | $3.17M | Buy |
21,414
+850
| +4% | +$126K | 1.88% | 14 |
|
|
2020
Q3 | $2.2M | Buy |
20,564
+945
| +5% | +$101K | 1.57% | 15 |
|
|
2020
Q2 | $1.97M | Sell |
19,619
-874
| -4% | -$87.9K | 1.53% | 15 |
|
|
2020
Q1 | $1.76M | Buy |
20,493
+4,846
| +31% | +$416K | 1.67% | 14 |
|
|
2019
Q4 | $1.94M | Buy |
+15,647
| New | +$1.94M | 1.8% | 14 |
|