Partners in Financial Planning’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 | $200K | Buy |
+1,270
| New | +$200K | 0.04% | 107 |
|
|
2025
Q1 | – | Sell |
-1,269
| Closed | -$208K | – | 105 |
|
|
2024
Q4 | $208K | Buy |
1,269
+1
| +0.1% | +$164 | 0.04% | 105 |
|
|
2024
Q3 | $212K | Buy |
+1,268
| New | +$212K | 0.04% | 105 |
|
|
2024
Q2 | – | Sell |
-1,270
| Closed | -$202K | – | 105 |
|
|
2024
Q1 | $202K | Buy |
+1,270
| New | +$202K | 0.04% | 103 |
|
|
2022
Q3 | – | Sell |
-1,378
| Closed | -$203K | – | 94 |
|
|
2022
Q2 | $203K | Buy |
+1,378
| New | +$203K | 0.06% | 94 |
|
|
2021
Q4 | – | Sell |
-1,285
| Closed | -$206K | – | 93 |
|
|
2021
Q3 | $206K | Hold |
1,285
| – | – | 0.06% | 93 |
|
|
2021
Q2 | $213K | Buy |
+1,285
| New | +$213K | 0.07% | 87 |
|