St. Clair Advisors’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 | $505K | Sell |
|
|||||
|
2025
Q2 | $464K | Hold |
|
|||||
|
2025
Q1 | $444K | Hold |
|
|||||
|
2024
Q4 | $483K | Hold |
|
|||||
|
2024
Q3 | $491K | Hold |
|
|||||
|
2024
Q2 | $448K | Hold |
|
|||||
|
2024
Q1 | $467K | Hold |
|
|||||
|
2023
Q4 | $457K | Hold |
|
|||||
|
2023
Q3 | $399K | Hold |
|
|||||
|
2023
Q2 | $414K | Hold |
|
|||||
|
2023
Q1 | $403K | Hold |
|
|||||
|
2022
Q4 | $408K | Hold |
|
|||||
|
2022
Q3 | $379K | Hold |
|
|||||
|
2022
Q2 | $400K | Hold |
|
|||||
|
2022
Q1 | $475K | Hold |
|
|||||
|
2021
Q4 | $488K | Hold |
|
|||||
|
2021
Q3 | $471K | Hold |
|
|||||
|
2021
Q2 | $488K | Hold |
|
|||||
|
2021
Q1 | $469K | Hold |
|
|||||
|
2020
Q4 | $387K | Buy |
|