Wealth Architects’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 | $2.38M | Hold |
15,055
| – | – | 0.24% | 55 |
|
|
2025
Q1 | $2.27M | Hold |
15,055
| – | – | 0.25% | 59 |
|
|
2024
Q4 | $2.47M | Sell |
15,055
-184
| -1% | -$30.2K | 0.28% | 51 |
|
|
2024
Q3 | $2.54M | Hold |
15,239
| – | – | 0.29% | 49 |
|
|
2024
Q2 | $2.32M | Hold |
15,239
| – | – | 0.28% | 50 |
|
|
2024
Q1 | $2.42M | Buy |
15,239
+62
| +0.4% | +$9.85K | 0.32% | 46 |
|
|
2023
Q4 | $2.36M | Sell |
15,177
-190
| -1% | -$29.5K | 0.33% | 45 |
|
|
2023
Q3 | $2.08M | Buy |
15,367
+90
| +0.6% | +$12.2K | 0.35% | 43 |
|
|
2023
Q2 | $2.15M | Hold |
15,277
| – | – | 0.36% | 42 |
|
|
2023
Q1 | $2.09M | Hold |
15,277
| – | – | 0.37% | 42 |
|
|
2022
Q4 | $2.12M | Sell |
15,277
-140
| -0.9% | -$19.4K | 0.4% | 39 |
|
|
2022
Q3 | $1.99M | Hold |
15,417
| – | – | 0.42% | 36 |
|
|
2022
Q2 | $2.1M | Hold |
15,417
| – | – | 0.41% | 35 |
|
|
2022
Q1 | $2.49M | Hold |
15,417
| – | – | 0.42% | 35 |
|
|
2021
Q4 | $2.56M | Hold |
15,417
| – | – | 0.45% | 33 |
|
|
2021
Q3 | $2.47M | Hold |
15,417
| – | – | 0.48% | 30 |
|
|
2021
Q2 | $2.56M | Hold |
15,417
| – | – | 0.5% | 28 |
|
|
2021
Q1 | $2.46M | Hold |
15,417
| – | – | 0.53% | 28 |
|
|
2020
Q4 | $2.03M | Hold |
15,417
| – | – | 0.47% | 28 |
|
|
2020
Q3 | $1.53M | Hold |
15,417
| – | – | 0.42% | 32 |
|
|
2020
Q2 | $1.5M | Hold |
15,417
| – | – | 0.42% | 31 |
|
|
2020
Q1 | $1.27M | Buy |
+15,417
| New | +$1.27M | 0.44% | 30 |
|
|
2015
Q1 | – | Sell |
-2,108
| Closed | -$214K | – | 102 |
|
|
2014
Q4 | $214K | Buy |
+2,108
| New | +$214K | 0.13% | 93 |
|