SC
Stephens Consulting’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Sell |
1,061
-50
| -5% | -$7.89K | 0.04% | 108 |
|
|
2025
Q1 | $168K | Hold |
1,111
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $182K | Hold |
1,111
| – | – | 0.05% | 102 |
|
|
2024
Q3 | $185K | Hold |
1,111
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $169K | Hold |
1,111
| – | – | 0.05% | 91 |
|
|
2024
Q1 | $176K | Hold |
1,111
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $173K | Buy |
1,111
+1,061
| +2,122% | +$165K | 0.06% | 85 |
|
|
2023
Q3 | $6.78K | Hold |
50
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $7.04K | Hold |
50
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $6.85K | Hold |
50
| – | – | ﹤0.01% | 366 |
|
|
2022
Q4 | $6.93K | Hold |
50
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $6.45K | Hold |
50
| – | – | 0.01% | 383 |
|
|
2022
Q2 | $6.81K | Hold |
50
| – | – | 0.01% | 375 |
|
|
2022
Q1 | $8.07K | Hold |
50
| – | – | 0.01% | 373 |
|
|
2021
Q4 | $8.3K | Buy |
+50
| New | +$8.3K | 0.01% | 409 |
|