Steward Partners Investment Advisory’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 | $2.02M | Buy |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.94M | Sell |
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|
2022
Q2 | $2.08M | Buy |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $3.8M | Buy |
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|
2021
Q3 | $3.08M | Buy |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $4.41M | Buy |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $2.28M | Buy |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $894K | Sell |
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|
2019
Q3 | $831K | Buy |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $1.73M | Sell |
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|
2018
Q3 | $3.25M | Buy |
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|
2018
Q2 | $3.01M | Buy |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.67M | Buy |
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|
2017
Q3 | $177K | Buy |
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|
2017
Q2 | $46K | Hold |
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|
2017
Q1 | $46K | Buy |
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