REDW Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,330
| Closed | -$222K | – | 137 |
|
|
2024
Q3 | $222K | Buy |
1,330
+2
| +0.2% | +$334 | 0.06% | 156 |
|
|
2024
Q2 | $202K | Buy |
+1,328
| New | +$202K | 0.05% | 154 |
|
|
2023
Q2 | – | Sell |
-1,570
| Closed | -$215K | – | 146 |
|
|
2023
Q1 | $215K | Buy |
1,570
+31
| +2% | +$4.25K | 0.07% | 134 |
|
|
2022
Q4 | $213K | Buy |
+1,539
| New | +$213K | 0.07% | 124 |
|
|
2022
Q3 | – | Sell |
-1,539
| Closed | -$210K | – | 116 |
|
|
2022
Q2 | $210K | Hold |
1,539
| – | – | 0.08% | 110 |
|
|
2022
Q1 | $248K | Hold |
1,539
| – | – | 0.07% | 107 |
|
|
2021
Q4 | $256K | Hold |
1,539
| – | – | 0.07% | 102 |
|
|
2021
Q3 | $247K | Hold |
1,539
| – | – | 0.08% | 97 |
|
|
2021
Q2 | $255K | Hold |
1,539
| – | – | 0.08% | 94 |
|
|
2021
Q1 | $245K | Hold |
1,539
| – | – | 0.08% | 93 |
|
|
2020
Q4 | $203K | Buy |
+1,539
| New | +$203K | 0.08% | 96 |
|