Valley Wealth Managers’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 | $9.94K | Hold |
63
| – | – | ﹤0.01% | 249 |
|
|
2025
Q1 | $9.51K | Sell |
63
-3
| -5% | -$453 | ﹤0.01% | 275 |
|
|
2024
Q4 | $10.8K | Buy |
66
+3
| +5% | +$493 | ﹤0.01% | 285 |
|
|
2024
Q3 | $10.5K | Hold |
63
| – | – | ﹤0.01% | 289 |
|
|
2024
Q2 | $9.6K | Sell |
63
-375
| -86% | -$57.1K | ﹤0.01% | 290 |
|
|
2024
Q1 | $69.6K | Hold |
438
| – | – | 0.01% | 205 |
|
|
2023
Q4 | $68K | Hold |
438
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $59.4K | Hold |
438
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $61.7K | Hold |
438
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $60K | Hold |
438
| – | – | 0.01% | 209 |
|
|
2022
Q4 | $60.7K | Hold |
438
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $56K | Hold |
438
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $60K | Buy |
+438
| New | +$60K | 0.01% | 241 |
|