Tyler-Stone 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 | – | Sell |
-2,362
| Closed | -$357K | – | 334 |
|
|
2025
Q1 | $357K | Buy |
2,362
+537
| +29% | +$81.1K | 0.06% | 223 |
|
|
2024
Q4 | $300K | Buy |
1,825
+8
| +0.4% | +$1.31K | 0.05% | 249 |
|
|
2024
Q3 | $303K | Buy |
1,817
+917
| +102% | +$153K | 0.06% | 245 |
|
|
2024
Q2 | $137K | Hold |
900
| – | – | 0.06% | 242 |
|
|
2024
Q1 | $143K | Sell |
900
-400
| -31% | -$63.5K | 0.06% | 229 |
|
|
2023
Q4 | $202K | Buy |
1,300
+700
| +117% | +$109K | 0.1% | 176 |
|
|
2023
Q3 | $81K | Hold |
600
| – | – | 0.05% | 274 |
|
|
2023
Q2 | $84K | Buy |
+600
| New | +$84K | 0.05% | 265 |
|
|
2022
Q4 | $89K | Hold |
640
| – | – | 0.06% | 250 |
|
|
2022
Q3 | $83K | Sell |
640
-584
| -48% | -$75.7K | 0.06% | 239 |
|
|
2022
Q2 | $167K | Hold |
1,224
| – | – | 0.11% | 166 |
|
|
2022
Q1 | $198K | Hold |
1,224
| – | – | 0.11% | 171 |
|
|
2021
Q4 | $203K | Buy |
+1,224
| New | +$203K | 0.11% | 178 |
|