Palisades Hudson Asset Management’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 | $636K | Buy |
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|
2025
Q2 | $566K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $632K | Buy |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $506K | Hold |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $536K | Buy |
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|
2022
Q3 | $495K | Hold |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $618K | Buy |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $600K | Hold |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $2.84M | Buy |
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|
2019
Q3 | $2.63M | Sell |
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|
2019
Q2 | $2.73M | Buy |
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|
2019
Q1 | $2.71M | Buy |
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|
2018
Q4 | $2.42M | Buy |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $423K | Hold |
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|
2018
Q1 | $391K | Buy |
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|
2017
Q4 | $402K | Buy |
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|
2017
Q3 | $383K | Buy |
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|
2017
Q2 | $365K | Hold |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $364K | Sell |
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|
2016
Q3 | $335K | Sell |
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|
2016
Q2 | $347K | Hold |
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|
2016
Q1 | $332K | Buy |
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|
2015
Q4 | $324K | Buy |
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|
2015
Q3 | $316K | Buy |
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|
2015
Q2 | $318K | Buy |
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|
2015
Q1 | $321K | Buy |
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|
2014
Q4 | $314K | Buy |
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|
2014
Q3 | $288K | Buy |
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|
2014
Q2 | $316K | Buy |
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|
2014
Q1 | $307K | Sell |
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|
2013
Q4 | $307K | Sell |
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|
2013
Q3 | $293K | Sell |
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|
2013
Q2 | $281K | Buy |
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