W Advisors LLC’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Hold |
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|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $406K | Sell |
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|
2021
Q4 | $458K | Buy |
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