Total Wealth Planning’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 | $1.72M | Sell |
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|
2025
Q2 | $1.54M | Buy |
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|
2025
Q1 | $342K | Hold |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $405K | Hold |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $461K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $476K | Sell |
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|
2021
Q1 | $494K | Sell |
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|
2020
Q4 | $523K | Sell |
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|
2020
Q3 | $519K | Buy |
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|
2020
Q2 | $509K | Buy |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $359K | Buy |
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|
2019
Q3 | $333K | Hold |
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|
2019
Q2 | $336K | Sell |
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|
2019
Q1 | $343K | Hold |
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|
2018
Q4 | $308K | Buy |
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