Wealth Enhancement Advisory Services’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 | $42.9M | Buy |
260,176
+7,781
| +3% | +$1.28M | 0.07% | 251 |
|
|
2025
Q1 | $38.1M | Sell |
252,395
-10,356
| -4% | -$1.56M | 0.07% | 255 |
|
|
2024
Q4 | $43.1M | Buy |
262,751
+2,067
| +0.8% | +$339K | 0.08% | 227 |
|
|
2024
Q3 | $43.5M | Sell |
260,684
-6,386
| -2% | -$1.07M | 0.09% | 211 |
|
|
2024
Q2 | $40.7M | Sell |
267,070
-5,451
| -2% | -$830K | 0.1% | 207 |
|
|
2024
Q1 | $43.3M | Buy |
272,521
+17,434
| +7% | +$2.77M | 0.11% | 185 |
|
|
2023
Q4 | $39.6M | Sell |
255,087
-5,934
| -2% | -$922K | 0.12% | 181 |
|
|
2023
Q3 | $35.4M | Buy |
261,021
+256,378
| +5,522% | +$34.8M | 0.12% | 182 |
|
|
2023
Q2 | $654K | Sell |
4,643
-8,273
| -64% | -$1.16M | 0.01% | 321 |
|
|
2023
Q1 | $1.77M | Sell |
12,916
-183,425
| -93% | -$25.1M | 0.02% | 240 |
|
|
2022
Q4 | $29.1M | Sell |
196,341
-5,021
| -2% | -$745K | 0.37% | 45 |
|
|
2022
Q3 | $26.5M | Sell |
201,362
-375
| -0.2% | -$49.4K | 0.38% | 45 |
|
|
2022
Q2 | $28.1M | Sell |
201,737
-6,042
| -3% | -$843K | 0.39% | 46 |
|
|
2022
Q1 | $33.8M | Sell |
207,779
-23,851
| -10% | -$3.87M | 0.46% | 42 |
|
|
2021
Q4 | $35.7M | Sell |
231,630
-4,880
| -2% | -$753K | 0.51% | 42 |
|
|
2021
Q3 | $39.5M | Sell |
236,510
-2,525
| -1% | -$422K | 0.58% | 37 |
|
|
2021
Q2 | $38M | Buy |
239,035
+25,963
| +12% | +$4.12M | 0.61% | 33 |
|
|
2021
Q1 | $34.4M | Buy |
+213,072
| New | +$34.4M | 0.63% | 33 |
|