Paces Ferry Wealth Advisors’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 | $1.11M | Hold |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $226K | Sell |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $140K | Buy |
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