Sunbelt Securities’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 | $6.07K | Sell |
37
-30
| -45% | -$4.93K | ﹤0.01% | 1403 |
|
|
2025
Q1 | $10.1K | Buy |
67
+30
| +81% | +$4.53K | ﹤0.01% | 1267 |
|
|
2024
Q4 | $6.06K | Sell |
37
-113
| -75% | -$18.5K | ﹤0.01% | 1403 |
|
|
2024
Q3 | $25K | Buy |
150
+30
| +25% | +$5.01K | ﹤0.01% | 1116 |
|
|
2024
Q2 | $18.3K | Buy |
120
+6
| +5% | +$914 | ﹤0.01% | 1147 |
|
|
2024
Q1 | $18.1K | Buy |
114
+1
| +0.9% | +$159 | ﹤0.01% | 1112 |
|
|
2023
Q4 | $17.6K | Sell |
113
-8
| -7% | -$1.24K | ﹤0.01% | 1058 |
|
|
2023
Q3 | $16.4K | Hold |
121
| – | – | ﹤0.01% | 1053 |
|
|
2023
Q2 | $17K | Buy |
121
+113
| +1,413% | +$15.9K | ﹤0.01% | 1060 |
|
|
2023
Q1 | $1.08K | Buy |
+8
| New | +$1.08K | ﹤0.01% | 1482 |
|
|
2022
Q1 | – | Sell |
-1,308
| Closed | -$206K | – | 472 |
|
|
2021
Q4 | $206K | Sell |
1,308
-192
| -13% | -$30.2K | 0.03% | 441 |
|
|
2021
Q3 | $235K | Hold |
1,500
| – | – | 0.04% | 394 |
|
|
2021
Q2 | $235K | Sell |
1,500
-140
| -9% | -$21.9K | 0.04% | 394 |
|
|
2021
Q1 | $261K | Buy |
+1,640
| New | +$261K | 0.05% | 356 |
|