Visionary Wealth Advisors’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 | $2.88M | Sell |
18,276
-189
| -1% | -$29.8K | 0.15% | 157 |
|
|
2025
Q1 | $2.79M | Sell |
18,465
-143
| -0.8% | -$21.6K | 0.17% | 143 |
|
|
2024
Q4 | $3.05M | Sell |
18,608
-201
| -1% | -$33K | 0.18% | 130 |
|
|
2024
Q3 | $3.14M | Buy |
18,809
+34
| +0.2% | +$5.67K | 0.19% | 123 |
|
|
2024
Q2 | $2.86M | Buy |
18,775
+240
| +1% | +$36.6K | 0.19% | 132 |
|
|
2024
Q1 | $2.94M | Sell |
18,535
-862
| -4% | -$137K | 0.2% | 130 |
|
|
2023
Q4 | $3.01M | Buy |
19,397
+7,617
| +65% | +$1.18M | 0.22% | 118 |
|
|
2023
Q3 | $1.6M | Buy |
11,780
+206
| +2% | +$27.9K | 0.13% | 161 |
|
|
2023
Q2 | $1.63M | Sell |
11,574
-179
| -2% | -$25.2K | 0.13% | 157 |
|
|
2023
Q1 | $1.61M | Buy |
11,753
+201
| +2% | +$27.5K | 0.14% | 150 |
|
|
2022
Q4 | $1.6M | Buy |
11,552
+3,893
| +51% | +$540K | 0.15% | 134 |
|
|
2022
Q3 | $987K | Sell |
7,659
-1,416
| -16% | -$182K | 0.1% | 170 |
|
|
2022
Q2 | $1.24M | Buy |
9,075
+337
| +4% | +$45.9K | 0.11% | 156 |
|
|
2022
Q1 | $1.41M | Buy |
8,738
+1,134
| +15% | +$183K | 0.11% | 153 |
|
|
2021
Q4 | $1.26M | Buy |
7,604
+1,210
| +19% | +$201K | 0.1% | 148 |
|
|
2021
Q3 | $1.03M | Buy |
6,394
+484
| +8% | +$77.6K | 0.11% | 136 |
|
|
2021
Q2 | $980K | Buy |
5,910
+396
| +7% | +$65.7K | 0.1% | 146 |
|
|
2021
Q1 | $879K | Buy |
5,514
+193
| +4% | +$30.8K | 0.09% | 151 |
|
|
2020
Q4 | $701K | Buy |
5,321
+11
| +0.2% | +$1.45K | 0.08% | 164 |
|
|
2020
Q3 | $527K | Buy |
+5,310
| New | +$527K | 0.07% | 152 |
|