Transform Wealth’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
Q1 | $511K | Sell |
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|
2024
Q4 | $748K | Buy |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $598K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $976K | Buy |
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|
2021
Q4 | $996K | Buy |
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|
2021
Q3 | $896K | Sell |
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|
2021
Q2 | $999K | Buy |
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|
2021
Q1 | $861K | Sell |
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|
2020
Q4 | $778K | Sell |
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|
2020
Q3 | $706K | Sell |
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|
2020
Q2 | $707K | Sell |
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|
2020
Q1 | $927K | Buy |
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|
2019
Q4 | $1.22M | Buy |
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|
2019
Q3 | $916K | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $704K | Sell |
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|
2018
Q4 | $632K | Buy |
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|
2018
Q3 | $719K | Buy |
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|
2018
Q2 | $671K | Buy |
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|
2018
Q1 | $573K | Buy |
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|
2017
Q4 | $589K | Sell |
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|
2017
Q3 | $588K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $491K | Buy |
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|
2016
Q4 | $493K | Buy |
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|
2016
Q3 | $415K | Sell |
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|
2016
Q2 | $409K | Buy |
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