Premier Path Wealth Partners’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 | $354K | Sell |
2,242
-732
| -25% | -$115K | 0.05% | 297 |
|
|
2025
Q1 | $449K | Sell |
2,974
-175
| -6% | -$26.4K | 0.07% | 245 |
|
|
2024
Q4 | $517K | Hold |
3,149
| – | – | 0.08% | 228 |
|
|
2024
Q3 | $525K | Sell |
3,149
-129
| -4% | -$21.5K | 0.08% | 229 |
|
|
2024
Q2 | $499K | Sell |
3,278
-116
| -3% | -$17.7K | 0.09% | 224 |
|
|
2024
Q1 | $539K | Sell |
3,394
-597
| -15% | -$94.8K | 0.1% | 199 |
|
|
2023
Q4 | $620K | Buy |
+3,991
| New | +$620K | 0.14% | 165 |
|