Ullmann Wealth Partners Group’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 | $634K | Buy |
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|
2025
Q2 | $565K | Sell |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $895K | Sell |
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|
2024
Q3 | $969K | Buy |
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $730K | Buy |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $679K | Sell |
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|
2023
Q1 | $662K | Sell |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $883K | Buy |
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|
2021
Q3 | $851K | Sell |
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|
2021
Q2 | $915K | Sell |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $833K | Sell |
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|
2020
Q3 | $819K | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $2.64M | Sell |
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|
2019
Q2 | $2.77M | Sell |
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|
2019
Q1 | $3M | Sell |
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|
2018
Q4 | $2.91M | Sell |
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|
2018
Q3 | $3.87M | Sell |
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|
2018
Q2 | $3.96M | Sell |
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|
2018
Q1 | $3.68M | Sell |
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|
2017
Q4 | $3.98M | Sell |
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|
2017
Q3 | $5.36M | Buy |
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|
2017
Q2 | $4.07M | Buy |
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|
2017
Q1 | $3.91M | Sell |
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|
2016
Q4 | $5.14M | Buy |
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