RTD Financial Advisors’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 | $9.13M | Sell |
57,861
-972
| -2% | -$153K | 1.17% | 31 |
|
|
2025
Q1 | $8.88M | Sell |
58,833
-912
| -2% | -$138K | 1.19% | 25 |
|
|
2024
Q4 | $9.81M | Sell |
59,745
-344
| -0.6% | -$56.5K | 1.26% | 24 |
|
|
2024
Q3 | $10M | Sell |
60,089
-270
| -0.4% | -$45K | 1.27% | 24 |
|
|
2024
Q2 | $9.19M | Sell |
60,359
-836
| -1% | -$127K | 1.24% | 23 |
|
|
2024
Q1 | $9.72M | Sell |
61,195
-1,089
| -2% | -$173K | 1.31% | 22 |
|
|
2023
Q4 | $9.67M | Buy |
62,284
+3,040
| +5% | +$472K | 1.36% | 23 |
|
|
2023
Q3 | $8.03M | Buy |
59,244
+407
| +0.7% | +$55.2K | 1.23% | 25 |
|
|
2023
Q2 | $8.28M | Sell |
58,837
-255
| -0.4% | -$35.9K | 1.2% | 24 |
|
|
2023
Q1 | $8.1M | Buy |
59,092
+823
| +1% | +$113K | 1.25% | 24 |
|
|
2022
Q4 | $8.08M | Sell |
58,269
-165
| -0.3% | -$22.9K | 1.32% | 22 |
|
|
2022
Q3 | $7.53M | Buy |
58,434
+3,020
| +5% | +$389K | 1.39% | 19 |
|
|
2022
Q2 | $7.55M | Buy |
55,414
+3,015
| +6% | +$411K | 1.16% | 24 |
|
|
2022
Q1 | $8.46M | Buy |
52,399
+728
| +1% | +$117K | 1.14% | 23 |
|
|
2021
Q4 | $8.58M | Buy |
+51,671
| New | +$8.58M | 1.12% | 23 |
|