Sage Financial Group’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 | $451K | Sell |
2,858
-250
| -8% | -$39.4K | 0.03% | 73 |
|
|
2025
Q1 | $469K | Buy |
3,108
+107
| +4% | +$16.2K | 0.04% | 74 |
|
|
2024
Q4 | $493K | Sell |
3,001
-68
| -2% | -$11.2K | 0.04% | 70 |
|
|
2024
Q3 | $512K | Sell |
3,069
-137
| -4% | -$22.9K | 0.04% | 69 |
|
|
2024
Q2 | $488K | Hold |
3,206
| – | – | 0.04% | 66 |
|
|
2024
Q1 | $509K | Sell |
3,206
-5
| -0.2% | -$794 | 0.05% | 64 |
|
|
2023
Q4 | $499K | Buy |
3,211
+5
| +0.2% | +$777 | 0.05% | 65 |
|
|
2023
Q3 | $435K | Hold |
3,206
| – | – | 0.05% | 63 |
|
|
2023
Q2 | $451K | Hold |
3,206
| – | – | 0.05% | 65 |
|
|
2023
Q1 | $439K | Buy |
3,206
+133
| +4% | +$18.2K | 0.05% | 68 |
|
|
2022
Q4 | $426K | Buy |
3,073
+360
| +13% | +$49.9K | 0.05% | 69 |
|
|
2022
Q3 | $350K | Hold |
2,713
| – | – | 0.05% | 69 |
|
|
2022
Q2 | $369K | Buy |
+2,713
| New | +$369K | 0.05% | 66 |
|