Valley Forge Investment Consultants’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 | $398K | Hold |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $366K | Buy |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $336K | Buy |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $293K | Hold |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $295K | Buy |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $282K | Buy |
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