Spire Wealth Management’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
Q3 | $471K | Buy |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $419K | Sell |
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|
2024
Q4 | $459K | Sell |
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|
2024
Q3 | $483K | Buy |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $516K | Hold |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $568K | Sell |
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|
2022
Q1 | $707K | Sell |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $685K | Buy |
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|
2021
Q2 | $703K | Sell |
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|
2021
Q1 | $799K | Buy |
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