Prosperity Planning’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 | $3.13M | Buy |
19,815
+209
| +1% | +$33K | 0.9% | 28 |
|
|
2025
Q1 | $2.96M | Sell |
19,606
-263
| -1% | -$39.7K | 0.93% | 27 |
|
|
2024
Q4 | $3.26M | Sell |
19,869
-2,255
| -10% | -$370K | 1.05% | 24 |
|
|
2024
Q3 | $3.69M | Sell |
22,124
-804
| -4% | -$134K | 1.17% | 22 |
|
|
2024
Q2 | $3.49M | Sell |
22,928
-305
| -1% | -$46.5K | 1.19% | 19 |
|
|
2024
Q1 | $3.69M | Sell |
23,233
-60
| -0.3% | -$9.53K | 1.28% | 20 |
|
|
2023
Q4 | $3.62M | Sell |
23,293
-442
| -2% | -$68.7K | 1.35% | 18 |
|
|
2023
Q3 | $3.22M | Sell |
23,735
-74
| -0.3% | -$10K | 1.34% | 18 |
|
|
2023
Q2 | $3.35M | Sell |
23,809
-225
| -0.9% | -$31.7K | 1.38% | 19 |
|
|
2023
Q1 | $3.29M | Buy |
24,034
+1,322
| +6% | +$181K | 1.43% | 18 |
|
|
2022
Q4 | $3.19M | Hold |
22,712
| – | – | 1.58% | 17 |
|
|
2022
Q3 | $2.93M | Buy |
22,712
+7,196
| +46% | +$928K | 1.53% | 19 |
|
|
2022
Q2 | $2.2M | Hold |
15,516
| – | – | 1.12% | 24 |
|
|
2022
Q1 | $2.53M | Hold |
15,516
| – | – | 1.24% | 23 |
|
|
2021
Q4 | $2.58M | Sell |
15,516
-26
| -0.2% | -$4.32K | 1.31% | 22 |
|
|
2021
Q3 | $2.49M | Buy |
15,542
+298
| +2% | +$47.7K | 1.36% | 23 |
|
|
2021
Q2 | $2.53M | Sell |
15,244
-246
| -2% | -$40.8K | 1.57% | 20 |
|
|
2021
Q1 | $2.47M | Sell |
15,490
-744
| -5% | -$119K | 1.75% | 17 |
|
|
2020
Q4 | $2.14M | Buy |
+16,234
| New | +$2.14M | 1.81% | 17 |
|