Spire 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 | $362K | Sell |
2,296
-478
| -17% | -$75.4K | 0.01% | 590 |
|
|
2025
Q1 | $419K | Sell |
2,774
-20
| -0.7% | -$3.02K | 0.01% | 624 |
|
|
2024
Q4 | $459K | Sell |
2,794
-103
| -4% | -$16.9K | 0.01% | 567 |
|
|
2024
Q3 | $483K | Buy |
2,897
+192
| +7% | +$32K | 0.02% | 521 |
|
|
2024
Q2 | $412K | Sell |
2,705
-588
| -18% | -$89.6K | 0.01% | 531 |
|
|
2024
Q1 | $523K | Sell |
3,293
-184
| -5% | -$29.2K | 0.01% | 502 |
|
|
2023
Q4 | $516K | Hold |
3,477
| – | – | 0.02% | 504 |
|
|
2023
Q3 | $471K | Buy |
3,477
+92
| +3% | +$12.5K | 0.02% | 486 |
|
|
2023
Q2 | $477K | Sell |
3,385
-660
| -16% | -$92.9K | 0.02% | 497 |
|
|
2023
Q1 | $554K | Buy |
4,045
+518
| +15% | +$71K | 0.02% | 468 |
|
|
2022
Q4 | $489K | Buy |
3,527
+271
| +8% | +$37.6K | 0.03% | 364 |
|
|
2022
Q3 | $420K | Sell |
3,256
-914
| -22% | -$118K | 0.03% | 363 |
|
|
2022
Q2 | $568K | Sell |
4,170
-211
| -5% | -$28.7K | 0.02% | 437 |
|
|
2022
Q1 | $707K | Sell |
4,381
-742
| -14% | -$120K | 0.02% | 475 |
|
|
2021
Q4 | $851K | Buy |
5,123
+849
| +20% | +$141K | 0.02% | 517 |
|
|
2021
Q3 | $685K | Buy |
4,274
+35
| +0.8% | +$5.61K | 0.02% | 507 |
|
|
2021
Q2 | $703K | Sell |
4,239
-765
| -15% | -$127K | 0.02% | 518 |
|
|
2021
Q1 | $799K | Buy |
+5,004
| New | +$799K | 0.02% | 516 |
|