Prestige Wealth Management Group’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
Q1 | – | Sell |
-2
| Closed | -$329 | – | 1036 |
|
|
2024
Q4 | $329 | Hold |
2
| – | – | ﹤0.01% | 1005 |
|
|
2024
Q3 | $334 | Hold |
2
| – | – | ﹤0.01% | 999 |
|
|
2024
Q2 | $305 | Hold |
2
| – | – | ﹤0.01% | 957 |
|
|
2024
Q1 | $318 | Hold |
2
| – | – | ﹤0.01% | 983 |
|
|
2023
Q4 | $311 | Hold |
2
| – | – | ﹤0.01% | 989 |
|
|
2023
Q3 | $273 | Hold |
2
| – | – | ﹤0.01% | 1012 |
|
|
2023
Q2 | $282 | Hold |
2
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q1 | $275 | Hold |
2
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q4 | $277 | Hold |
2
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1021 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1014 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1015 |
|
|
2020
Q4 | – | Sell |
-3
| Closed | – | – | 989 |
|
|
2020
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 903 |
|
|
2020
Q1 | – | Sell |
-46
| Closed | -$6K | – | 957 |
|
|
2019
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 421 |
|
|
2019
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 383 |
|
|
2018
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 591 |
|