Stegner Investment Associates’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
Q2 | $609K | Buy |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $746K | Sell |
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|
2024
Q2 | $695K | Hold |
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|
2024
Q1 | $724K | Sell |
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|
2023
Q4 | $766K | Sell |
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|
2023
Q3 | $920K | Sell |
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|
2023
Q2 | $986K | Hold |
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|
2023
Q1 | $948K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.43M | Sell |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.12M | Buy |
|