WDG
Wealth Dimensions Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
10,555
-521
| -5% | -$82.2K | 0.37% | 39 |
|
|
2025
Q1 | $1.67M | Sell |
11,076
-360
| -3% | -$54.4K | 0.4% | 36 |
|
|
2024
Q4 | $1.88M | Sell |
11,436
-603
| -5% | -$99K | 0.46% | 32 |
|
|
2024
Q3 | $2.01M | Sell |
12,039
-176
| -1% | -$29.4K | 0.51% | 32 |
|
|
2024
Q2 | $1.86M | Sell |
12,215
-643
| -5% | -$97.9K | 0.53% | 33 |
|
|
2024
Q1 | $2.04M | Sell |
12,858
-681
| -5% | -$108K | 0.6% | 30 |
|
|
2023
Q4 | $2.1M | Sell |
13,539
-1,728
| -11% | -$268K | 0.67% | 23 |
|
|
2023
Q3 | $2.07M | Sell |
15,267
-355
| -2% | -$48.1K | 0.75% | 23 |
|
|
2023
Q2 | $2.2M | Sell |
15,622
-1,000
| -6% | -$141K | 0.8% | 21 |
|
|
2023
Q1 | $2.28M | Sell |
16,622
-652
| -4% | -$89.3K | 0.88% | 20 |
|
|
2022
Q4 | $2.4M | Sell |
17,274
-2,116
| -11% | -$293K | 0.98% | 18 |
|
|
2022
Q3 | $2.5M | Buy |
19,390
+324
| +2% | +$41.8K | 1.24% | 17 |
|
|
2022
Q2 | $2.6M | Sell |
19,066
-1,832
| -9% | -$249K | 1.23% | 16 |
|
|
2022
Q1 | $3.37M | Buy |
20,898
+3,143
| +18% | +$507K | 1.56% | 13 |
|
|
2021
Q4 | $2.95M | Buy |
17,755
+3,284
| +23% | +$545K | 1.44% | 12 |
|
|
2021
Q3 | $2.32M | Buy |
14,471
+2,137
| +17% | +$342K | 1.48% | 14 |
|
|
2021
Q2 | $2.05M | Buy |
12,334
+2,324
| +23% | +$385K | 1.39% | 17 |
|
|
2021
Q1 | $1.6M | Sell |
10,010
-350
| -3% | -$55.8K | 1.24% | 18 |
|
|
2020
Q4 | $1.37M | Buy |
+10,360
| New | +$1.37M | 1.18% | 18 |
|