Stonebridge Financial Planning Group’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 | $444K | Sell |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Buy |
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