RZH
Relyea Zuckerberg Hanson’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 | $1.34M | Buy |
8,525
+49
| +0.6% | +$7.73K | 0.16% | 87 |
|
|
2025
Q1 | $1.28M | Sell |
8,476
-597
| -7% | -$90.1K | 0.17% | 81 |
|
|
2024
Q4 | $1.49M | Sell |
9,073
-582
| -6% | -$95.6K | 0.2% | 74 |
|
|
2024
Q3 | $1.61M | Buy |
9,655
+7
| +0.1% | +$1.17K | 0.25% | 61 |
|
|
2024
Q2 | $1.47M | Sell |
9,648
-262
| -3% | -$39.9K | 0.25% | 59 |
|
|
2024
Q1 | $1.57M | Sell |
9,910
-66
| -0.7% | -$10.5K | 0.28% | 51 |
|
|
2023
Q4 | $1.55M | Sell |
9,976
-3,961
| -28% | -$615K | 0.3% | 47 |
|
|
2023
Q3 | $1.89M | Sell |
13,937
-2,417
| -15% | -$328K | 0.43% | 41 |
|
|
2023
Q2 | $2.3M | Sell |
16,354
-8,990
| -35% | -$1.27M | 0.52% | 35 |
|
|
2023
Q1 | $3.47M | Buy |
25,344
+320
| +1% | +$43.8K | 0.85% | 24 |
|
|
2022
Q4 | $3.47M | Sell |
25,024
-11,690
| -32% | -$1.62M | 0.99% | 20 |
|
|
2022
Q3 | $4.73M | Buy |
36,714
+2,908
| +9% | +$375K | 1.71% | 16 |
|
|
2022
Q2 | $4.6M | Buy |
33,806
+30,069
| +805% | +$4.09M | 1.72% | 16 |
|
|
2022
Q1 | $593K | Sell |
3,737
-319
| -8% | -$50.6K | 0.19% | 81 |
|
|
2021
Q4 | $627K | Sell |
4,056
-269
| -6% | -$41.6K | 0.23% | 77 |
|
|
2021
Q3 | $693K | Sell |
4,325
-490
| -10% | -$78.5K | 0.27% | 65 |
|
|
2021
Q2 | $798K | Buy |
4,815
+25
| +0.5% | +$4.14K | 0.33% | 50 |
|
|
2021
Q1 | $785K | Buy |
4,790
+503
| +12% | +$82.4K | 0.35% | 46 |
|
|
2020
Q4 | $565K | Sell |
4,287
-449
| -9% | -$59.2K | 0.3% | 59 |
|
|
2020
Q3 | $514K | Sell |
4,736
-740
| -14% | -$80.3K | 0.33% | 58 |
|
|
2020
Q2 | $534K | Sell |
5,476
-602
| -10% | -$58.7K | 0.43% | 49 |
|
|
2020
Q1 | $499K | Sell |
6,078
-5,185
| -46% | -$426K | 0.55% | 45 |
|
|
2019
Q4 | $1.45M | Buy |
+11,263
| New | +$1.45M | 1.39% | 19 |
|