Optimist Retirement Group’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 | $341K | Buy |
2,164
+136
| +7% | +$21.5K | 0.16% | 72 |
|
|
2025
Q1 | $306K | Buy |
2,028
+7
| +0.3% | +$1.06K | 0.15% | 61 |
|
|
2024
Q4 | $332K | Hold |
2,021
| – | – | 0.16% | 60 |
|
|
2024
Q3 | $337K | Hold |
2,021
| – | – | 0.15% | 60 |
|
|
2024
Q2 | $308K | Hold |
2,021
| – | – | 0.16% | 57 |
|
|
2024
Q1 | $321K | Buy |
2,021
+27
| +1% | +$4.29K | 0.16% | 58 |
|
|
2023
Q4 | $310K | Buy |
+1,994
| New | +$310K | 0.2% | 56 |
|