TCI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $233K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $57.9K | Sell |
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|
2022
Q4 | $60.3K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $11K | Sell |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $11K | Sell |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q3 | $24K | Sell |
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|
2020
Q2 | $28K | Buy |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $143K | Buy |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $134K | Buy |
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|
2019
Q1 | $133K | Buy |
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|
2018
Q4 | $119K | Sell |
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|
2018
Q3 | $185K | Buy |
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|
2018
Q2 | $170K | Buy |
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|
2018
Q1 | $136K | Sell |
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|
2017
Q4 | $163K | Buy |
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|
2017
Q3 | $137K | Buy |
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|
2017
Q2 | $131K | Hold |
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|
2017
Q1 | $130K | Sell |
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|
2016
Q4 | $202K | Sell |
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|
2016
Q3 | $191K | Sell |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $220K | Buy |
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|
2015
Q4 | $217K | Sell |
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|
2015
Q3 | $244K | Buy |
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|
2015
Q2 | $275K | Buy |
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|
2015
Q1 | $279K | Sell |
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|
2014
Q4 | $306K | Sell |
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|
2014
Q3 | $292K | Buy |
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|
2014
Q2 | $322K | Sell |
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|
2014
Q1 | $365K | Sell |
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|
2013
Q4 | $380K | Sell |
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|
2013
Q3 | $357K | Sell |
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|
2013
Q2 | $342K | Buy |
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