Wealth Advisors of Tampa Bay’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 |
-657
| Closed | -$99.2K | – | 121 |
|
|
2025
Q1 | $99.2K | Buy |
+657
| New | +$99.2K | 0.04% | 108 |
|
|
2023
Q1 | – | Sell |
-3,255
| Closed | -$451K | – | 77 |
|
|
2022
Q4 | $451K | Buy |
+3,255
| New | +$451K | 0.28% | 58 |
|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$218K | – | 102 |
|
|
2022
Q1 | $218K | Hold |
1,350
| – | – | 0.06% | 96 |
|
|
2021
Q4 | $224K | Buy |
+1,350
| New | +$224K | 0.05% | 108 |
|