Pinnacle Wealth Planning Services’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 | $245K | Hold |
1,556
| – | – | 0.03% | 358 |
|
|
2025
Q1 | $235K | Sell |
1,556
-20
| -1% | -$3.02K | 0.04% | 318 |
|
|
2024
Q4 | $259K | Buy |
+1,576
| New | +$259K | 0.04% | 289 |
|
|
2021
Q1 | – | Sell |
-1,156
| Closed | -$152K | – | 1140 |
|
|
2020
Q4 | $152K | Buy |
+1,156
| New | +$152K | 0.04% | 340 |
|
|
2019
Q4 | – | Sell |
-1,751
| Closed | -$209K | – | 247 |
|
|
2019
Q3 | $209K | Buy |
+1,751
| New | +$209K | 0.11% | 175 |
|