The Family Firm’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 | – | Sell |
|
|||||
|
2025
Q1 | $1.33M | Buy |
|
|||||
|
2024
Q4 | $1.28M | Buy |
|
|||||
|
2024
Q3 | $1.29M | Sell |
|
|||||
|
2024
Q2 | $1.22M | Buy |
|
|||||
|
2024
Q1 | $1.27M | Sell |
|
|||||
|
2023
Q4 | $1.28M | Buy |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $1.26M | Buy |
|
|||||
|
2023
Q1 | $1.21M | Sell |
|
|||||
|
2022
Q4 | $1.28M | Buy |
|
|||||
|
2022
Q3 | $1.18M | Hold |
|
|||||
|
2022
Q2 | $1.24M | Buy |
|
|||||
|
2022
Q1 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $1.5M | Sell |
|
|||||
|
2021
Q3 | $1.57M | Sell |
|
|||||
|
2021
Q2 | $1.72M | Buy |
|
|||||
|
2021
Q1 | $1.49M | Buy |
|
|||||
|
2020
Q4 | $1.31M | Buy |
|
|||||
|
2020
Q3 | $757K | Buy |
|
|||||
|
2020
Q2 | $739K | Buy |
|
|||||
|
2020
Q1 | $511K | Buy |
|