Wealth Advisory Solutions’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 | $1.47M | Buy |
9,293
+419
| +5% | +$66.1K | 0.37% | 61 |
|
|
2025
Q1 | $1.34M | Buy |
8,874
+534
| +6% | +$80.6K | 0.35% | 62 |
|
|
2024
Q4 | $1.37M | Buy |
8,340
+745
| +10% | +$122K | 0.38% | 58 |
|
|
2024
Q3 | $1.27M | Buy |
7,595
+274
| +4% | +$45.7K | 0.35% | 57 |
|
|
2024
Q2 | $1.12M | Buy |
7,321
+83
| +1% | +$12.6K | 0.3% | 63 |
|
|
2024
Q1 | $1.15M | Buy |
+7,238
| New | +$1.15M | 0.3% | 61 |
|
|
2023
Q4 | – | Sell |
-6,824
| Closed | -$925K | – | 96 |
|
|
2023
Q3 | $925K | Buy |
+6,824
| New | +$925K | 0.18% | 73 |
|
|
2022
Q4 | – | Sell |
-7,000
| Closed | -$903K | – | 134 |
|
|
2022
Q3 | $903K | Hold |
7,000
| – | – | 0.25% | 82 |
|
|
2022
Q2 | $953K | Hold |
7,000
| – | – | 0.23% | 82 |
|
|
2022
Q1 | $1.13M | Buy |
+7,000
| New | +$1.13M | 0.24% | 79 |
|