Waverly Advisors’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
Q2 | $12.8M | Sell |
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2025
Q1 | $13.3M | Sell |
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2024
Q4 | $15M | Buy |
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2024
Q3 | $13.9M | Sell |
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2024
Q2 | $12.9M | Sell |
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2024
Q1 | $14.5M | Buy |
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2023
Q4 | $11.9M | Sell |
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2023
Q3 | $10.7M | Sell |
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2023
Q2 | $11.8M | Sell |
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2023
Q1 | $11.9M | Sell |
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2022
Q4 | $12.4M | Buy |
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2022
Q3 | $6.52M | Buy |
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2022
Q2 | $5.81M | Buy |
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2022
Q1 | $6.78M | Buy |
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2021
Q4 | $6.34M | Buy |
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2021
Q3 | $6.53M | Hold |
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2021
Q2 | $6.02M | Sell |
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2021
Q1 | $6.15M | Sell |
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2020
Q4 | $5.85M | Sell |
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2020
Q3 | $4.03M | Sell |
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2020
Q2 | $4.61M | Buy |
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2020
Q1 | $1.97M | Sell |
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2019
Q4 | $4.44M | Sell |
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2019
Q3 | $5.34M | Sell |
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2019
Q2 | $5.58M | Sell |
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2019
Q1 | $5.72M | Sell |
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2018
Q4 | $5.35M | Buy |
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2016
Q2 | – | Sell |
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2016
Q1 | $273K | Sell |
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2015
Q4 | $2.4M | Buy |
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2015
Q3 | $64K | Sell |
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2015
Q2 | $77K | Sell |
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2015
Q1 | $83K | Sell |
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2014
Q4 | $95K | Buy |
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2014
Q3 | $86K | Sell |
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2014
Q2 | $111K | Hold |
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2014
Q1 | $109K | Sell |
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2013
Q4 | $112K | Buy |
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2013
Q3 | $102K | Buy |
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