Sound View Wealth Advisors Group’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
Q2 | $529K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $644K | Buy |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $467K | Sell |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $523K | Buy |
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