Perfromance Wealth Partners’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 | $1.22M | Sell |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $632K | Sell |
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|
2024
Q1 | $765K | Sell |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $743K | Sell |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $824K | Sell |
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|
2022
Q4 | $875K | Sell |
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|
2022
Q3 | $849K | Sell |
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|
2022
Q2 | $900K | Sell |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.18M | Buy |
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