Redmont Wealth Advisors’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 | $76K | Sell |
503
-1,315
| -72% | -$199K | 0.15% | 69 |
|
|
2024
Q4 | $298K | Sell |
1,818
-1,870
| -51% | -$307K | 0.52% | 53 |
|
|
2024
Q3 | $615K | Sell |
3,688
-1,313
| -26% | -$219K | 0.95% | 25 |
|
|
2024
Q2 | $762K | Sell |
5,001
-7,551
| -60% | -$1.15M | 1.2% | 16 |
|
|
2024
Q1 | $1.99M | Sell |
12,552
-9,223
| -42% | -$1.46M | 2.76% | 7 |
|
|
2023
Q4 | $3.38M | Sell |
21,775
-728
| -3% | -$113K | 4.93% | 3 |
|
|
2023
Q3 | $3.05M | Sell |
22,503
-2,261
| -9% | -$306K | 5.36% | 5 |
|
|
2023
Q2 | $3.57M | Buy |
24,764
+3,165
| +15% | +$456K | 6.14% | 2 |
|
|
2023
Q1 | $2.96M | Sell |
21,599
-4,544
| -17% | -$623K | 5.97% | 5 |
|
|
2022
Q4 | $3.63M | Sell |
26,143
-2,944
| -10% | -$408K | 4.25% | 4 |
|
|
2022
Q3 | $3.75M | Buy |
29,087
+6,593
| +29% | +$850K | 4.88% | 4 |
|
|
2022
Q2 | $3.06M | Buy |
22,494
+1,865
| +9% | +$254K | 3.71% | 6 |
|
|
2022
Q1 | $3.33M | Buy |
20,629
+8,175
| +66% | +$1.32M | 3.54% | 6 |
|
|
2021
Q4 | $2.07M | Buy |
+12,454
| New | +$2.07M | 2.21% | 8 |
|