Sound Income Strategies’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 | $1.73K | Sell |
11
-199
| -95% | -$31.2K | ﹤0.01% | 1284 |
|
|
2025
Q1 | $31.7K | Hold |
210
| – | – | ﹤0.01% | 613 |
|
|
2024
Q4 | $34.5K | Buy |
210
+8
| +4% | +$1.31K | ﹤0.01% | 557 |
|
|
2024
Q3 | $33.8K | Sell |
202
-18
| -8% | -$3.01K | ﹤0.01% | 530 |
|
|
2024
Q2 | $33.6K | Buy |
220
+18
| +9% | +$2.75K | ﹤0.01% | 519 |
|
|
2024
Q1 | $32.2K | Sell |
202
-58
| -22% | -$9.23K | ﹤0.01% | 502 |
|
|
2023
Q4 | $40.5K | Buy |
260
+58
| +29% | +$9.03K | ﹤0.01% | 448 |
|
|
2023
Q3 | $27.4K | Hold |
202
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $28.4K | Sell |
202
-17
| -8% | -$2.39K | ﹤0.01% | 373 |
|
|
2023
Q1 | $30K | Buy |
219
+17
| +8% | +$2.33K | ﹤0.01% | 358 |
|
|
2022
Q4 | $28K | Hold |
202
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $26K | Buy |
+202
| New | +$26K | ﹤0.01% | 320 |
|
|
2022
Q1 | – | Sell |
-8
| Closed | -$1K | – | 904 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 782 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 757 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 792 |
|
|
2021
Q1 | $1.28K | Buy |
+8
| New | +$1.28K | ﹤0.01% | 800 |
|