Phillips Financial 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
Q2 | $721K | Hold |
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|
2025
Q1 | $690K | Hold |
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|
2024
Q4 | $750K | Hold |
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|
2024
Q3 | $762K | Hold |
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|
2024
Q2 | $696K | Hold |
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|
2024
Q1 | $725K | Hold |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $705K | Sell |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $884K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $991K | Sell |
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|
2013
Q4 | $1.05M | Sell |
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|
2013
Q3 | $989K | Hold |
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|
2013
Q2 | $982K | Buy |
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