RF&L Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $829K | Buy |
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|
2025
Q2 | $737K | Sell |
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|
2025
Q1 | $735K | Hold |
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|
2024
Q4 | $800K | Hold |
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|
2024
Q3 | $812K | Hold |
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|
2024
Q2 | $742K | Hold |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $695K | Hold |
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|
2023
Q2 | $722K | Sell |
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|
2023
Q1 | $798K | Sell |
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|
2022
Q4 | $891K | Buy |
|