Strategies Wealth Advisors’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
Q2 | $590K | Buy |
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2025
Q1 | $562K | Buy |
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2024
Q4 | $622K | Buy |
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2024
Q3 | $608K | Buy |
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2024
Q2 | $552K | Buy |
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2024
Q1 | $573K | Buy |
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2023
Q4 | $494K | Buy |
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2023
Q3 | $425K | Sell |
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2023
Q2 | $568K | Buy |
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2023
Q1 | $428K | Sell |
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2022
Q4 | $452K | Buy |
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2022
Q2 | $498K | Buy |
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2022
Q1 | $588K | Buy |
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2021
Q4 | $602K | Buy |
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