Sowell Financial Services’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
Q1 | – | Sell |
-20,543
| Closed | -$3.37M | – | 1026 |
|
|
2024
Q4 | $3.37M | Buy |
20,543
+1,595
| +8% | +$262K | 0.18% | 134 |
|
|
2024
Q3 | $3.16M | Buy |
+18,948
| New | +$3.16M | 0.15% | 155 |
|
|
2024
Q1 | – | Sell |
-10,809
| Closed | -$1.68M | – | 563 |
|
|
2023
Q4 | $1.68M | Buy |
+10,809
| New | +$1.68M | 0.09% | 242 |
|
|
2022
Q1 | – | Sell |
-11,859
| Closed | -$1.97M | – | 346 |
|
|
2021
Q4 | $1.97M | Sell |
11,859
-1,310
| -10% | -$218K | 0.11% | 194 |
|
|
2021
Q3 | $2.11M | Sell |
13,169
-202
| -2% | -$32.4K | 0.14% | 167 |
|
|
2021
Q2 | $2.22M | Sell |
13,371
-406
| -3% | -$67.3K | 0.15% | 172 |
|
|
2021
Q1 | $2.28M | Buy |
13,777
+12,793
| +1,300% | +$2.11M | 0.08% | 221 |
|
|
2020
Q4 | $130K | Buy |
984
+617
| +168% | +$81.5K | 0.01% | 1052 |
|
|
2020
Q3 | $36K | Hold |
367
| – | – | ﹤0.01% | 1322 |
|
|
2020
Q2 | $36K | Sell |
367
-240
| -40% | -$23.5K | ﹤0.01% | 1277 |
|
|
2020
Q1 | $50K | Buy |
607
+24
| +4% | +$1.98K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $75K | Sell |
583
-309
| -35% | -$39.8K | 0.01% | 993 |
|
|
2019
Q3 | $107K | Buy |
+892
| New | +$107K | 0.01% | 810 |
|
|
2017
Q3 | – | Sell |
-2,969
| Closed | -$350K | – | 273 |
|
|
2017
Q2 | $350K | Buy |
2,969
+406
| +16% | +$47.9K | 0.1% | 173 |
|
|
2017
Q1 | $298K | Buy |
2,563
+2,325
| +977% | +$270K | 0.09% | 190 |
|
|
2016
Q4 | $29K | Buy |
+238
| New | +$29K | 0.01% | 390 |
|