PFA
Pure Financial Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
129,107
+35,474
| +38% | +$5.6M | 0.36% | 49 |
|
|
2025
Q1 | $14.1M | Buy |
93,633
+12,193
| +15% | +$1.84M | 0.3% | 50 |
|
|
2024
Q4 | $13.4M | Buy |
81,440
+13,691
| +20% | +$2.25M | 0.3% | 48 |
|
|
2024
Q3 | $11.3M | Buy |
67,749
+8,733
| +15% | +$1.46M | 0.27% | 53 |
|
|
2024
Q2 | $8.99M | Buy |
59,016
+5,768
| +11% | +$878K | 0.25% | 56 |
|
|
2024
Q1 | $8.46M | Buy |
53,248
+558
| +1% | +$88.6K | 0.26% | 54 |
|
|
2023
Q4 | $8.18M | Sell |
52,690
-22,661
| -30% | -$3.52M | 0.28% | 53 |
|
|
2023
Q3 | $10.2M | Buy |
75,351
+7,283
| +11% | +$987K | 0.42% | 49 |
|
|
2023
Q2 | $9.58M | Buy |
68,068
+2,483
| +4% | +$350K | 0.41% | 50 |
|
|
2023
Q1 | $8.99M | Buy |
65,585
+18,558
| +39% | +$2.54M | 0.42% | 50 |
|
|
2022
Q4 | $6.52M | Sell |
47,027
-506
| -1% | -$70.2K | 0.34% | 52 |
|
|
2022
Q3 | $6.13M | Sell |
47,533
-2,506
| -5% | -$323K | 0.36% | 49 |
|
|
2022
Q2 | $6.81M | Buy |
50,039
+21,440
| +75% | +$2.92M | 0.42% | 51 |
|
|
2022
Q1 | $4.62M | Buy |
28,599
+5,853
| +26% | +$945K | 0.21% | 59 |
|
|
2021
Q4 | $3.78M | Buy |
22,746
+6,169
| +37% | +$1.02M | 0.19% | 62 |
|
|
2021
Q3 | $2.66M | Buy |
16,577
+5,165
| +45% | +$828K | 0.2% | 61 |
|
|
2021
Q2 | $1.89M | Buy |
11,412
+1,854
| +19% | +$307K | 0.15% | 71 |
|
|
2021
Q1 | $1.52M | Buy |
9,558
+883
| +10% | +$141K | 0.15% | 76 |
|
|
2020
Q4 | $1.14M | Buy |
+8,675
| New | +$1.14M | 0.14% | 82 |
|