SWM
SilverOak Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
7,411
| – | – | 0.22% | 43 |
|
|
2025
Q1 | $1.12M | Sell |
7,411
-34
| -0.5% | -$5.13K | 0.24% | 41 |
|
|
2024
Q4 | $1.22M | Sell |
7,445
-53
| -0.7% | -$8.7K | 0.26% | 40 |
|
|
2024
Q3 | $1.25M | Hold |
7,498
| – | – | 0.28% | 37 |
|
|
2024
Q2 | $1.14M | Sell |
7,498
-71
| -0.9% | -$10.8K | 0.27% | 39 |
|
|
2024
Q1 | $1.2M | Sell |
7,569
-496
| -6% | -$78.8K | 0.3% | 35 |
|
|
2023
Q4 | $1.25M | Buy |
+8,065
| New | +$1.25M | 0.34% | 33 |
|