Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
1,901
-44
| -2% | -$6.94K | 0.01% | 455 |
|
|
2025
Q1 | $294K | Hold |
1,945
| – | – | 0.01% | 450 |
|
|
2024
Q4 | $319K | Buy |
1,945
+359
| +23% | +$58.9K | 0.01% | 450 |
|
|
2024
Q3 | $265K | Sell |
1,586
-416
| -21% | -$69.4K | 0.01% | 538 |
|
|
2024
Q2 | $305K | Buy |
2,002
+367
| +22% | +$55.9K | 0.02% | 404 |
|
|
2024
Q1 | $260K | Buy |
+1,635
| New | +$260K | 0.01% | 444 |
|
|
2023
Q2 | – | Sell |
-1,679
| Closed | -$230K | – | 437 |
|
|
2023
Q1 | $230K | Buy |
1,679
+1
| +0.1% | +$137 | 0.02% | 405 |
|
|
2022
Q4 | $233K | Buy |
+1,678
| New | +$233K | 0.02% | 372 |
|