Sound View Wealth Advisors Group’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 | $529K | Buy |
3,351
+1
| +0% | +$158 | 0.04% | 258 |
|
|
2025
Q1 | $506K | Buy |
3,350
+1
| +0% | +$151 | 0.04% | 257 |
|
|
2024
Q4 | $550K | Sell |
3,349
-513
| -13% | -$84.2K | 0.04% | 250 |
|
|
2024
Q3 | $644K | Buy |
3,862
+516
| +15% | +$86.1K | 0.05% | 231 |
|
|
2024
Q2 | $510K | Hold |
3,346
| – | – | 0.05% | 233 |
|
|
2024
Q1 | $531K | Sell |
3,346
-21
| -0.6% | -$3.34K | 0.06% | 230 |
|
|
2023
Q4 | $523K | Buy |
3,367
+3
| +0.1% | +$466 | 0.06% | 230 |
|
|
2023
Q3 | $456K | Buy |
3,364
+49
| +1% | +$6.64K | 0.06% | 233 |
|
|
2023
Q2 | $467K | Sell |
3,315
-118
| -3% | -$16.6K | 0.06% | 229 |
|
|
2023
Q1 | $470K | Buy |
3,433
+66
| +2% | +$9.04K | 0.06% | 227 |
|
|
2022
Q4 | $523K | Buy |
+3,367
| New | +$523K | 0.06% | 230 |
|