Procyon Advisors’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
Q3 | $448K | Hold |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $326K | Sell |
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|
2021
Q2 | $586K | Buy |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $136K | Hold |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $180K | Buy |
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