Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $491K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $235K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $440K | Hold |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $139K | Buy |
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