Patten & Patten’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 | $335K | Hold |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $385K | Buy |
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|
2023
Q1 | $371K | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $378K | Sell |
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|
2022
Q1 | $497K | Hold |
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|
2021
Q4 | $511K | Sell |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $523K | Sell |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $313K | Sell |
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|
2019
Q4 | $500K | Sell |
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|
2019
Q3 | $524K | Sell |
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|
2019
Q2 | $538K | Sell |
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|
2019
Q1 | $574K | Sell |
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|
2018
Q4 | $517K | Buy |
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|
2018
Q3 | $523K | Buy |
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|
2018
Q2 | $395K | Hold |
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|
2018
Q1 | $365K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $420K | Buy |
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|
2017
Q1 | $314K | Buy |
|