Peloton Wealth Strategists’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 | $1.78M | Buy |
11,274
+825
| +8% | +$130K | 0.71% | 52 |
|
|
2025
Q1 | $1.58M | Buy |
+10,449
| New | +$1.58M | 0.66% | 54 |
|
|
2020
Q4 | – | Sell |
-17,256
| Closed | -$1.71M | – | 81 |
|
|
2020
Q3 | $1.71M | Sell |
17,256
-608
| -3% | -$60.4K | 0.96% | 40 |
|
|
2020
Q2 | $1.74M | Buy |
17,864
+2,303
| +15% | +$224K | 1.1% | 36 |
|
|
2020
Q1 | $1.28M | Buy |
15,561
+2,911
| +23% | +$239K | 1.04% | 44 |
|
|
2019
Q4 | $1.63M | Sell |
12,650
-456
| -3% | -$58.6K | 0.99% | 41 |
|
|
2019
Q3 | $1.57M | Buy |
13,106
+221
| +2% | +$26.4K | 1% | 41 |
|
|
2019
Q2 | $1.55M | Buy |
12,885
+409
| +3% | +$49.3K | 1.04% | 42 |
|
|
2019
Q1 | $1.5M | Buy |
+12,476
| New | +$1.5M | 1.04% | 41 |
|