Sax Wealth Advisors’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 | $631K | Buy |
|
|||||
|
2025
Q2 | $562K | Sell |
|
|||||
|
2025
Q1 | $928K | Buy |
|
|||||
|
2024
Q4 | $845K | Hold |
|
|||||
|
2024
Q3 | $859K | Hold |
|
|||||
|
2024
Q2 | $784K | Hold |
|
|||||
|
2024
Q1 | $818K | Buy |
|
|||||
|
2023
Q4 | $791K | Hold |
|
|||||
|
2023
Q3 | $690K | Hold |
|
|||||
|
2023
Q2 | $717K | Hold |
|
|||||
|
2023
Q1 | $698K | Sell |
|
|||||
|
2022
Q4 | $803K | Buy |
|
|||||
|
2022
Q3 | $709K | Hold |
|
|||||
|
2022
Q2 | $748K | Sell |
|
|||||
|
2022
Q1 | $888K | Sell |
|
|||||
|
2021
Q4 | $2.76M | Sell |
|
|||||
|
2021
Q3 | $2.66M | Buy |
|
|||||
|
2021
Q2 | $2.75M | Buy |
|
|||||
|
2021
Q1 | $2.65M | Buy |
|
|||||
|
2020
Q4 | $2.19M | Buy |
|