SkyOak Wealth’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 | $1.85M | Sell |
11,757
-114
| -1% | -$18K | 0.37% | 62 |
|
|
2025
Q1 | $1.79M | Sell |
11,871
-612
| -5% | -$92.4K | 0.39% | 59 |
|
|
2024
Q4 | $2.05M | Sell |
12,483
-125
| -1% | -$20.5K | 0.44% | 59 |
|
|
2024
Q3 | $2.1M | Hold |
12,608
| – | – | 0.47% | 57 |
|
|
2024
Q2 | $1.92M | Buy |
12,608
+1,265
| +11% | +$193K | 0.45% | 57 |
|
|
2024
Q1 | $1.8M | Sell |
11,343
-805
| -7% | -$128K | 0.43% | 57 |
|
|
2023
Q4 | $1.89M | Buy |
12,148
+1,287
| +12% | +$200K | 0.49% | 53 |
|
|
2023
Q3 | $1.47M | Buy |
10,861
+161
| +2% | +$21.8K | 0.43% | 57 |
|
|
2023
Q2 | $1.51M | Buy |
10,700
+409
| +4% | +$57.6K | 0.43% | 56 |
|
|
2023
Q1 | $1.41M | Sell |
10,291
-48
| -0.5% | -$6.58K | 0.43% | 55 |
|
|
2022
Q4 | $1.43M | Buy |
10,339
+800
| +8% | +$111K | 0.48% | 53 |
|
|
2022
Q3 | $1.23M | Buy |
9,539
+165
| +2% | +$21.3K | 0.44% | 57 |
|
|
2022
Q2 | $1.28M | Hold |
9,374
| – | – | 0.44% | 61 |
|
|
2022
Q1 | $1.51M | Buy |
+9,374
| New | +$1.51M | 0.42% | 64 |
|