Stonebridge Financial Planning Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
2,514
-101
| -4% | -$15.9K | 0.17% | 123 |
|
|
2025
Q1 | $395K | Sell |
2,615
-299
| -10% | -$45.1K | 0.18% | 120 |
|
|
2024
Q4 | $478K | Buy |
2,914
+315
| +12% | +$51.7K | 0.21% | 114 |
|
|
2024
Q3 | $433K | Sell |
2,599
-493
| -16% | -$82.2K | 0.21% | 110 |
|
|
2024
Q2 | $471K | Buy |
3,092
+287
| +10% | +$43.7K | 0.24% | 104 |
|
|
2024
Q1 | $445K | Buy |
2,805
+304
| +12% | +$48.3K | 0.24% | 106 |
|
|
2023
Q4 | $388K | Buy |
+2,501
| New | +$388K | 0.22% | 108 |
|
|
2021
Q1 | – | Sell |
-13
| Closed | -$2K | – | 435 |
|
|
2020
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 382 |
|
|
2020
Q2 | – | Sell |
-80
| Closed | -$7K | – | 401 |
|
|
2020
Q1 | $7K | Hold |
80
| – | – | 0.01% | 337 |
|
|
2019
Q4 | $10K | Buy |
+80
| New | +$10K | 0.01% | 291 |
|