Perigon Wealth 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 | $685K | Sell |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $837K | Sell |
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|
2024
Q3 | $859K | Sell |
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|
2024
Q2 | $804K | Buy |
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|
2024
Q1 | $830K | Buy |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $573K | Sell |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $574K | Sell |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $619K | Sell |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $518K | Buy |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $343K | Hold |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | $323K | Hold |
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|
2017
Q3 | $318K | Hold |
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|
2017
Q2 | $305K | Hold |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $308K | Buy |
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