Valley Forge Investment Consultants’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 | $355K | Buy |
2,249
+10
| +0.4% | +$1.58K | 0.11% | 59 |
|
|
2025
Q1 | $338K | Buy |
2,239
+7
| +0.3% | +$1.06K | 0.12% | 55 |
|
|
2024
Q4 | $366K | Buy |
2,232
+11
| +0.5% | +$1.81K | 0.13% | 62 |
|
|
2024
Q3 | $370K | Buy |
2,221
+12
| +0.5% | +$2K | 0.13% | 56 |
|
|
2024
Q2 | $336K | Buy |
2,209
+10
| +0.5% | +$1.52K | 0.13% | 60 |
|
|
2024
Q1 | $349K | Buy |
2,199
+8
| +0.4% | +$1.27K | 0.14% | 56 |
|
|
2023
Q4 | $340K | Buy |
2,191
+27
| +1% | +$4.19K | 0.15% | 51 |
|
|
2023
Q3 | $293K | Hold |
2,164
| – | – | 0.13% | 55 |
|
|
2023
Q2 | $305K | Buy |
2,164
+10
| +0.5% | +$1.41K | 0.15% | 47 |
|
|
2023
Q1 | $295K | Buy |
2,154
+11
| +0.5% | +$1.51K | 0.15% | 48 |
|
|
2022
Q4 | $297K | Hold |
2,143
| – | – | 0.16% | 52 |
|
|
2022
Q3 | $276K | Hold |
2,143
| – | – | 0.15% | 55 |
|
|
2022
Q2 | $292K | Hold |
2,143
| – | – | 0.15% | 53 |
|
|
2022
Q1 | $346K | Hold |
2,143
| – | – | 0.14% | 55 |
|
|
2021
Q4 | $356K | Hold |
2,143
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $343K | Hold |
2,143
| – | – | 0.18% | 50 |
|
|
2021
Q2 | $355K | Hold |
2,143
| – | – | 0.19% | 51 |
|
|
2021
Q1 | $342K | Hold |
2,143
| – | – | 0.23% | 48 |
|
|
2020
Q4 | $282K | Buy |
+2,143
| New | +$282K | 0.25% | 50 |
|