VA
Valmark Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $378K | Buy |
2,395
+886
| +59% | +$140K | 0.01% | 490 |
|
2025
Q1 | $228K | Buy |
1,509
+12
| +0.8% | +$1.81K | ﹤0.01% | 574 |
|
2024
Q4 | $246K | Buy |
1,497
+11
| +0.7% | +$1.81K | ﹤0.01% | 549 |
|
2024
Q3 | $248K | Buy |
1,486
+12
| +0.8% | +$2K | ﹤0.01% | 535 |
|
2024
Q2 | $224K | Buy |
1,474
+10
| +0.7% | +$1.52K | ﹤0.01% | 528 |
|
2024
Q1 | $232K | Buy |
+1,464
| New | +$232K | ﹤0.01% | 495 |
|