Plum Street Advisors’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 | $559K | Sell |
3,545
-19
| -0.5% | -$3K | 0.25% | 58 |
|
|
2025
Q1 | $538K | Hold |
3,564
| – | – | 0.26% | 58 |
|
|
2024
Q4 | $585K | Sell |
3,564
-12
| -0.3% | -$1.97K | 0.29% | 56 |
|
|
2024
Q3 | $597K | Sell |
3,576
-35
| -1% | -$5.84K | 0.3% | 56 |
|
|
2024
Q2 | $550K | Buy |
3,611
+35
| +1% | +$5.33K | 0.32% | 48 |
|
|
2024
Q1 | $597K | Buy |
3,576
+513
| +17% | +$85.6K | 0.3% | 56 |
|
|
2023
Q4 | $476K | Buy |
+3,063
| New | +$476K | 0.32% | 45 |
|