Shepherd Financial Partners’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 | $259K | Hold |
|
|||||
|
2025
Q2 | $231K | Hold |
|
|||||
|
2025
Q1 | $221K | Hold |
|
|||||
|
2024
Q4 | $241K | Hold |
|
|||||
|
2024
Q3 | $244K | Hold |
|
|||||
|
2024
Q2 | $223K | Sell |
|
|||||
|
2024
Q1 | $273K | Sell |
|
|||||
|
2023
Q4 | $298K | Hold |
|
|||||
|
2023
Q3 | $260K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $341K | Hold |
|
|||||
|
2021
Q4 | $351K | Hold |
|
|||||
|
2021
Q3 | $339K | Buy |
|