Smith Salley Wealth Management’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 | $221K | Hold |
1,399
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $211K | Hold |
1,399
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $230K | Hold |
1,399
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $233K | Buy |
+1,399
| New | +$233K | 0.02% | 225 |
|
|
2024
Q1 | – | Sell |
-1,399
| Closed | -$217K | – | 240 |
|
|
2023
Q4 | $217K | Buy |
+1,399
| New | +$217K | 0.01% | 233 |
|
|
2023
Q3 | – | Sell |
-1,651
| Closed | -$232K | – | 233 |
|
|
2023
Q2 | $232K | Buy |
+1,651
| New | +$232K | 0.02% | 214 |
|