Townsend Asset Management’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 | $613K | Sell |
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|
2025
Q2 | $553K | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $524K | Buy |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $530K | Buy |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $433K | Hold |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $540K | Sell |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $534K | Hold |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $348K | Buy |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $555K | Buy |
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