VW
Vance Wealth’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 | $2.23M | Sell |
14,128
-5,769
| -29% | -$910K | 0.75% | 35 |
|
|
2025
Q1 | $3M | Sell |
19,897
-2,275
| -10% | -$343K | 1.13% | 17 |
|
|
2024
Q4 | $3.64M | Sell |
22,172
-283
| -1% | -$46.5K | 1.41% | 15 |
|
|
2024
Q3 | $3.75M | Buy |
22,455
+2,028
| +10% | +$338K | 1.42% | 15 |
|
|
2024
Q2 | $3.11M | Buy |
20,427
+1,056
| +5% | +$161K | 1.28% | 17 |
|
|
2024
Q1 | $3.08M | Buy |
19,371
+377
| +2% | +$59.9K | 1.23% | 20 |
|
|
2023
Q4 | $2.95M | Buy |
18,994
+549
| +3% | +$85.3K | 1.28% | 21 |
|
|
2023
Q3 | $2.5M | Buy |
18,445
+148
| +0.8% | +$20.1K | 1.17% | 26 |
|
|
2023
Q2 | $2.58M | Sell |
18,297
-1,921
| -10% | -$270K | 1.17% | 27 |
|
|
2023
Q1 | $2.77M | Buy |
20,218
+4,779
| +31% | +$655K | 1.49% | 17 |
|
|
2022
Q4 | $2.14M | Buy |
15,439
+1,585
| +11% | +$220K | 1.34% | 22 |
|
|
2022
Q3 | $1.79M | Buy |
13,854
+1,726
| +14% | +$223K | 1.37% | 17 |
|
|
2022
Q2 | $1.65M | Buy |
12,128
+4,553
| +60% | +$620K | 1.28% | 17 |
|
|
2022
Q1 | $1.22M | Buy |
+7,575
| New | +$1.22M | 1.55% | 15 |
|