Tobias Financial 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 | $3.21M | Buy |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $3.1M | Sell |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $2.87M | Sell |
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|
2023
Q2 | $5.53M | Buy |
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|
2023
Q1 | $5.22M | Sell |
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|
2022
Q4 | $5.31M | Buy |
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|
2022
Q3 | $4.52M | Buy |
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|
2022
Q2 | $3.94M | Sell |
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|
2022
Q1 | $5.83M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.96M | Buy |
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|
2021
Q2 | $4.59M | Buy |
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|
2021
Q1 | $4.27M | Sell |
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|
2020
Q4 | $4.07M | Buy |
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|
2020
Q3 | $2.98M | Buy |
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|
2020
Q2 | $2.54M | Sell |
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|
2020
Q1 | $2.65M | Buy |
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|
2019
Q4 | $3.68M | Buy |
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