Tompkins Financial’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
Q3 | $30.9K | Hold |
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|
2025
Q2 | $27.6K | Hold |
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|
2025
Q1 | $26.4K | Hold |
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|
2024
Q4 | $28.7K | Hold |
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|
2024
Q3 | $29.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $27.5K | Sell |
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|
2023
Q1 | $192K | Hold |
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|
2022
Q4 | $194K | Sell |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q1 | $272K | Hold |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $691K | Hold |
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|
2020
Q2 | $678K | Hold |
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|
2020
Q1 | $571K | Hold |
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|
2019
Q4 | $894K | Hold |
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|
2019
Q3 | $830K | Hold |
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|
2019
Q2 | $838K | Hold |
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|
2019
Q1 | $834K | Hold |
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|
2018
Q4 | $748K | Hold |
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|
2018
Q3 | $925K | Hold |
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|
2018
Q2 | $918K | Hold |
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|
2018
Q1 | $848K | Hold |
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|
2017
Q4 | $875K | Hold |
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|
2017
Q3 | $863K | Hold |
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|
2017
Q2 | $827K | Hold |
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|
2017
Q1 | $822K | Hold |
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|
2016
Q4 | $827K | Hold |
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|
2016
Q3 | $729K | Hold |
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|
2016
Q2 | $677K | Hold |
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|
2016
Q1 | $648K | Sell |
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|
2015
Q4 | $688K | Buy |
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|
2015
Q3 | $627K | Hold |
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|
2015
Q2 | $709K | Hold |
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|
2015
Q1 | $718K | Hold |
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|
2014
Q4 | $707K | Hold |
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|
2014
Q3 | $651K | Hold |
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|
2014
Q2 | $718K | Hold |
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|
2014
Q1 | $701K | Hold |
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|
2013
Q4 | $692K | Hold |
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|
2013
Q3 | $637K | Hold |
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|
2013
Q2 | $597K | Buy |
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