Stordahl Capital Management’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 | $1.3M | Sell |
8,210
-1,922
| -19% | -$303K | 0.29% | 25 |
|
|
2025
Q1 | $1.53M | Buy |
10,132
+457
| +5% | +$69K | 0.36% | 22 |
|
|
2024
Q4 | $1.59M | Hold |
9,675
| – | – | 0.38% | 22 |
|
|
2024
Q3 | $1.59M | Buy |
9,675
+1,419
| +17% | +$233K | 0.38% | 21 |
|
|
2024
Q2 | $1.26M | Sell |
8,256
-1,025
| -11% | -$156K | 0.31% | 24 |
|
|
2024
Q1 | $1.47M | Buy |
9,281
+3
| +0% | +$476 | 0.37% | 21 |
|
|
2023
Q4 | $1.44M | Buy |
9,278
+275
| +3% | +$42.7K | 0.39% | 22 |
|
|
2023
Q3 | $1.22M | Buy |
9,003
+323
| +4% | +$43.8K | 0.37% | 23 |
|
|
2023
Q2 | $1.22M | Buy |
8,680
+356
| +4% | +$50.1K | 0.35% | 24 |
|
|
2023
Q1 | $1.14M | Buy |
8,324
+749
| +10% | +$103K | 0.35% | 25 |
|
|
2022
Q4 | $1.05M | Buy |
7,575
+496
| +7% | +$68.8K | 0.34% | 25 |
|
|
2022
Q3 | $913K | Buy |
7,079
+420
| +6% | +$54.2K | 0.33% | 24 |
|
|
2022
Q2 | $907K | Sell |
6,659
-78
| -1% | -$10.6K | 0.34% | 28 |
|
|
2022
Q1 | $1.09M | Buy |
6,737
+127
| +2% | +$20.5K | 0.4% | 24 |
|
|
2021
Q4 | $1.1M | Buy |
6,610
+209
| +3% | +$34.7K | 0.41% | 23 |
|
|
2021
Q3 | $1.03M | Buy |
6,401
+43
| +0.7% | +$6.89K | 0.41% | 25 |
|
|
2021
Q2 | $1.05M | Sell |
6,358
-57
| -0.9% | -$9.45K | 0.43% | 25 |
|
|
2021
Q1 | $1.02M | Buy |
6,415
+3
| +0% | +$478 | 0.43% | 24 |
|
|
2020
Q4 | $845K | Sell |
6,412
-10
| -0.2% | -$1.32K | 0.38% | 24 |
|
|
2020
Q3 | $638K | Sell |
6,422
-30
| -0.5% | -$2.98K | 0.33% | 27 |
|
|
2020
Q2 | $629K | Sell |
6,452
-753
| -10% | -$73.4K | 0.35% | 26 |
|
|
2020
Q1 | $536K | Buy |
7,205
+806
| +13% | +$60K | 0.33% | 28 |
|
|
2019
Q4 | $823K | Sell |
6,399
-57
| -0.9% | -$7.33K | 0.33% | 28 |
|
|
2019
Q3 | $771K | Sell |
6,456
-350
| -5% | -$41.8K | 0.31% | 28 |
|
|
2019
Q2 | $817K | Buy |
6,806
+8
| +0.1% | +$960 | 0.32% | 28 |
|
|
2019
Q1 | $840K | Sell |
6,798
-23
| -0.3% | -$2.84K | 0.34% | 27 |
|
|
2018
Q4 | $734K | Sell |
6,821
-140
| -2% | -$15.1K | 0.36% | 28 |
|
|
2018
Q3 | $856K | Sell |
6,961
-165
| -2% | -$20.3K | 0.38% | 25 |
|
|
2018
Q2 | $940K | Sell |
7,126
-62
| -0.9% | -$8.18K | 0.42% | 25 |
|
|
2018
Q1 | $876K | Sell |
7,188
-49
| -0.7% | -$5.97K | 0.42% | 26 |
|
|
2017
Q4 | $910K | Buy |
+7,237
| New | +$910K | 0.43% | 26 |
|