Wealth Architects’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
$2.38M Hold
2025
Q1
$2.27M Hold
2024
Q4
$2.47M Sell
2024
Q3
$2.54M Hold
2024
Q2
$2.32M Hold
2024
Q1
$2.42M Buy
2023
Q4
$2.36M Sell
2023
Q3
$2.08M Buy
2023
Q2
$2.15M Hold
2023
Q1
$2.09M Hold
2022
Q4
$2.12M Sell
2022
Q3
$1.99M Hold
2022
Q2
$2.1M Hold
2022
Q1
$2.49M Hold
2021
Q4
$2.56M Hold
2021
Q3
$2.47M Hold
2021
Q2
$2.56M Hold
2021
Q1
$2.46M Hold
2020
Q4
$2.03M Hold
2020
Q3
$1.53M Hold
2020
Q2
$1.5M Hold
2020
Q1
$1.26M Buy
2015
Q1
Sell
2014
Q4
$214K Buy