U.S. Capital Wealth 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 | $319K | Buy |
|
|||||
|
2025
Q2 | $272K | Hold |
|
|||||
|
2025
Q1 | $261K | Sell |
|
|||||
|
2024
Q4 | $1.14M | Sell |
|
|||||
|
2024
Q3 | $8.5M | Buy |
|
|||||
|
2024
Q2 | $301K | Buy |
|
|||||
|
2024
Q1 | $282K | Sell |
|
|||||
|
2023
Q4 | $1.09M | Buy |
|
|||||
|
2023
Q3 | $392K | Buy |
|
|||||
|
2023
Q2 | $404K | Sell |
|
|||||
|
2023
Q1 | $626K | Buy |
|
|||||
|
2022
Q4 | $592K | Buy |
|
|||||
|
2022
Q3 | $547K | Buy |
|
|||||
|
2022
Q2 | $574K | Sell |
|
|||||
|
2022
Q1 | $2.61M | Sell |
|
|||||
|
2021
Q4 | $2.84M | Sell |
|
|||||
|
2021
Q3 | $2.94M | Buy |
|