Pettinga Financial Advisors’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 | $552K | Sell |
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|
2025
Q1 | $622K | Sell |
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|
2024
Q4 | $883K | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.09M | Sell |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $833K | Sell |
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|
2020
Q1 | $894K | Sell |
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|
2019
Q4 | $2.06M | Buy |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.86M | Buy |
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|
2019
Q1 | $1.85M | Sell |
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|
2018
Q4 | $2M | Buy |
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