Total Clarity Wealth Management’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 | $505K | Buy |
3,199
+623
| +24% | +$98.3K | 0.14% | 154 |
|
|
2025
Q1 | $423K | Hold |
2,576
| – | – | 0.14% | 162 |
|
|
2024
Q4 | $423K | Buy |
2,576
+1,376
| +115% | +$226K | 0.14% | 162 |
|
|
2024
Q3 | $200K | Buy |
+1,200
| New | +$200K | 0.06% | 247 |
|
|
2022
Q3 | – | Sell |
-595
| Closed | -$81K | – | 604 |
|
|
2022
Q2 | $81K | Buy |
+595
| New | +$81K | 0.04% | 341 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$39K | – | 360 |
|
|
2019
Q4 | $39K | Buy |
+300
| New | +$39K | 0.03% | 301 |
|