Strategic Financial Concepts’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 | $801K | Sell |
5,078
-4
| -0.1% | -$631 | 0.11% | 103 |
|
|
2025
Q1 | $767K | Buy |
5,082
+189
| +4% | +$28.5K | 0.14% | 145 |
|
|
2024
Q4 | $803K | Buy |
4,893
+59
| +1% | +$9.69K | 0.15% | 137 |
|
|
2024
Q3 | $806K | Sell |
4,834
-828,706
| -99% | -$138M | 0.26% | 78 |
|
|
2024
Q2 | $7.26K | Buy |
833,540
+828,944
| +18,036% | +$7.22K | ﹤0.01% | 445 |
|
|
2024
Q1 | $730K | Buy |
+4,596
| New | +$730K | 0.18% | 127 |
|
|
2023
Q4 | – | Sell |
-4,397
| Closed | -$596K | – | 202 |
|
|
2023
Q3 | $596K | Buy |
4,397
+1,507
| +52% | +$204K | 0.2% | 122 |
|
|
2023
Q2 | $407K | Buy |
2,890
+24
| +0.8% | +$3.38K | 0.15% | 146 |
|
|
2023
Q1 | $393K | Buy |
+2,866
| New | +$393K | 0.16% | 136 |
|