RIS
Retirement Income Solutions’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 | $270K | Sell |
1,709
-63
| -4% | -$9.94K | 0.05% | 128 |
|
|
2025
Q1 | $268K | Sell |
1,772
-18
| -1% | -$2.72K | 0.06% | 119 |
|
|
2024
Q4 | $294K | Buy |
1,790
+81
| +5% | +$13.3K | 0.06% | 117 |
|
|
2024
Q3 | $285K | Hold |
1,709
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $260K | Sell |
1,709
-200
| -10% | -$30.5K | 0.06% | 115 |
|
|
2024
Q1 | $303K | Buy |
+1,909
| New | +$303K | 0.07% | 109 |
|