RLIM
Red Lighthouse Investment Management’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 | – | Sell |
-2,008
| Closed | -$319K | – | 116 |
|
|
2025
Q1 | $319K | Buy |
2,008
+83
| +4% | +$13.2K | 0.13% | 55 |
|
|
2024
Q4 | $316K | Hold |
1,925
| – | – | 0.13% | 55 |
|
|
2024
Q3 | $321K | Sell |
1,925
-83
| -4% | -$13.8K | 0.13% | 56 |
|
|
2024
Q2 | $306K | Hold |
2,008
| – | – | 0.13% | 55 |
|
|
2024
Q1 | $319K | Hold |
2,008
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $312K | Hold |
2,008
| – | – | 0.13% | 54 |
|
|
2023
Q3 | $272K | Hold |
2,008
| – | – | 0.13% | 53 |
|
|
2023
Q2 | $283K | Hold |
2,008
| – | – | 0.13% | 51 |
|
|
2023
Q1 | $275K | Hold |
2,008
| – | – | 0.13% | 54 |
|
|
2022
Q4 | $278K | Buy |
+2,008
| New | +$278K | 0.14% | 56 |
|