True North Advisors’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 | $535K | Buy |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $519K | Sell |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $569K | Hold |
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|
2022
Q4 | $576K | Hold |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $690K | Sell |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $510K | Hold |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $449K | Hold |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $572K | Buy |
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