RLWM
RF&L Wealth 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 | $737K | Sell |
4,670
-200
| -4% | -$31.6K | 0.47% | 40 |
|
|
2025
Q1 | $735K | Hold |
4,870
| – | – | 0.53% | 36 |
|
|
2024
Q4 | $800K | Hold |
4,870
| – | – | 0.57% | 34 |
|
|
2024
Q3 | $812K | Hold |
4,870
| – | – | 0.57% | 34 |
|
|
2024
Q2 | $742K | Hold |
4,870
| – | – | 0.56% | 35 |
|
|
2024
Q1 | $773K | Buy |
4,870
+5
| +0.1% | +$794 | 0.6% | 33 |
|
|
2023
Q4 | $756K | Sell |
4,865
-260
| -5% | -$40.4K | 0.63% | 32 |
|
|
2023
Q3 | $695K | Hold |
5,125
| – | – | 0.65% | 33 |
|
|
2023
Q2 | $722K | Sell |
5,125
-700
| -12% | -$98.6K | 0.66% | 31 |
|
|
2023
Q1 | $798K | Sell |
5,825
-600
| -9% | -$82.2K | 0.77% | 31 |
|
|
2022
Q4 | $891K | Buy |
+6,425
| New | +$891K | 0.92% | 27 |
|