SWA
Strategies Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
3,738
+17
| +0.5% | +$2.68K | 0.06% | 87 |
|
|
2025
Q1 | $562K | Buy |
3,721
+12
| +0.3% | +$1.81K | 0.07% | 82 |
|
|
2024
Q4 | $622K | Buy |
3,709
+63
| +2% | +$10.6K | 0.08% | 69 |
|
|
2024
Q3 | $608K | Buy |
3,646
+19
| +0.5% | +$3.17K | 0.08% | 60 |
|
|
2024
Q2 | $552K | Buy |
3,627
+16
| +0.4% | +$2.44K | 0.08% | 56 |
|
|
2024
Q1 | $573K | Buy |
3,611
+432
| +14% | +$68.6K | 0.09% | 56 |
|
|
2023
Q4 | $494K | Buy |
3,179
+40
| +1% | +$6.21K | 0.08% | 57 |
|
|
2023
Q3 | $425K | Sell |
3,139
-896
| -22% | -$121K | 0.08% | 58 |
|
|
2023
Q2 | $568K | Buy |
4,035
+910
| +29% | +$128K | 0.12% | 52 |
|
|
2023
Q1 | $428K | Sell |
3,125
-133
| -4% | -$18.2K | 0.09% | 59 |
|
|
2022
Q4 | $452K | Buy |
+3,258
| New | +$452K | 0.11% | 57 |
|
|
2022
Q2 | $498K | Buy |
3,657
+15
| +0.4% | +$2.04K | 0.14% | 54 |
|
|
2022
Q1 | $588K | Buy |
3,642
+17
| +0.5% | +$2.74K | 0.16% | 50 |
|
|
2021
Q4 | $602K | Buy |
+3,625
| New | +$602K | 0.17% | 49 |
|