Vawter Financial’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 | – | Sell |
-11,333
| Closed | -$1.71M | – | 59 |
|
|
2025
Q1 | $1.71M | Sell |
11,333
-346
| -3% | -$52.2K | 0.96% | 28 |
|
|
2024
Q4 | $1.92M | Sell |
11,679
-335
| -3% | -$55K | 1.15% | 24 |
|
|
2024
Q3 | $2M | Hold |
12,014
| – | – | 1.22% | 22 |
|
|
2024
Q2 | $1.83M | Sell |
12,014
-120
| -1% | -$18.3K | 1.26% | 21 |
|
|
2024
Q1 | $1.93M | Hold |
12,134
| – | – | 1.4% | 19 |
|
|
2023
Q4 | $1.88M | Sell |
12,134
-257
| -2% | -$39.9K | 1.47% | 19 |
|
|
2023
Q3 | $1.68M | Sell |
12,391
-75
| -0.6% | -$10.2K | 1.9% | 16 |
|
|
2023
Q2 | $1.76M | Buy |
12,466
+36
| +0.3% | +$5.07K | 1.52% | 18 |
|
|
2023
Q1 | $1.7M | Sell |
12,430
-779
| -6% | -$107K | 1.73% | 16 |
|
|
2022
Q4 | $1.83M | Buy |
+13,209
| New | +$1.83M | 2.13% | 15 |
|