Salem Investment Counselors’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 | $11.4K | Sell |
72
-75
| -51% | -$11.8K | ﹤0.01% | 833 |
|
|
2025
Q1 | $22.2K | Hold |
147
| – | – | ﹤0.01% | 695 |
|
|
2024
Q4 | $24.1K | Hold |
147
| – | – | ﹤0.01% | 696 |
|
|
2024
Q3 | $24.5K | Hold |
147
| – | – | ﹤0.01% | 707 |
|
|
2024
Q2 | $22.4K | Buy |
147
+42
| +40% | +$6.4K | ﹤0.01% | 709 |
|
|
2024
Q1 | $16.7K | Buy |
105
+30
| +40% | +$4.77K | ﹤0.01% | 748 |
|
|
2023
Q4 | $11.7K | Hold |
75
| – | – | ﹤0.01% | 785 |
|
|
2023
Q3 | $10.2K | Hold |
75
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $10.6K | Hold |
75
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $10.3K | Hold |
75
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $10.4K | Buy |
+75
| New | +$10.4K | ﹤0.01% | 773 |
|
|
2022
Q1 | – | Sell |
-290
| Closed | -$48K | – | 1052 |
|
|
2021
Q4 | $48K | Sell |
290
-11
| -4% | -$1.82K | ﹤0.01% | 567 |
|
|
2021
Q3 | $48K | Buy |
+301
| New | +$48K | ﹤0.01% | 503 |
|