Pacific Capital Wealth Advisors’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
Q1 | – | Sell |
-49
| Closed | -$8.04K | – | 225 |
|
|
2024
Q4 | $8.04K | Hold |
49
| – | – | ﹤0.01% | 285 |
|
|
2024
Q3 | $8.17K | Hold |
49
| – | – | ﹤0.01% | 314 |
|
|
2024
Q2 | $7.46K | Hold |
49
| – | – | ﹤0.01% | 343 |
|
|
2024
Q1 | $7.78K | Sell |
49
-104
| -68% | -$16.5K | ﹤0.01% | 249 |
|
|
2023
Q4 | $23.8K | Buy |
+153
| New | +$23.8K | 0.01% | 184 |
|
|
2020
Q4 | – | Sell |
-32,509
| Closed | -$3.23M | – | 124 |
|
|
2020
Q3 | $3.23M | Buy |
+32,509
| New | +$3.23M | 1.92% | 17 |
|