Wealthfront Advisers’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 | $2.2M | Sell |
13,915
-2,817
| -17% | -$444K | 0.01% | 557 |
|
2025
Q1 | $2.53M | Sell |
16,732
-1,094
| -6% | -$165K | 0.01% | 481 |
|
2024
Q4 | $2.93M | Buy |
17,826
+3,771
| +27% | +$619K | 0.01% | 440 |
|
2024
Q3 | $2.34M | Buy |
14,055
+1,377
| +11% | +$230K | 0.01% | 466 |
|
2024
Q2 | $1.93M | Buy |
12,678
+3,021
| +31% | +$460K | 0.01% | 490 |
|
2024
Q1 | $1.53M | Buy |
9,657
+686
| +8% | +$109K | 0.01% | 533 |
|
2023
Q4 | $1.39M | Buy |
8,971
+251
| +3% | +$39K | 0.01% | 532 |
|
2023
Q3 | $1.18M | Buy |
8,720
+2,092
| +32% | +$284K | 0.01% | 524 |
|
2023
Q2 | $933K | Sell |
6,628
-1,114
| -14% | -$157K | ﹤0.01% | 570 |
|
2023
Q1 | $1.06M | Sell |
7,742
-95
| -1% | -$13K | ﹤0.01% | 516 |
|
2022
Q4 | $1.09M | Buy |
7,837
+698
| +10% | +$96.8K | 0.01% | 498 |
|
2022
Q3 | $920K | Buy |
7,139
+2,671
| +60% | +$344K | ﹤0.01% | 494 |
|
2022
Q2 | $608K | Buy |
4,468
+1,638
| +58% | +$223K | ﹤0.01% | 563 |
|
2022
Q1 | $457K | Sell |
2,830
-641
| -18% | -$104K | ﹤0.01% | 642 |
|
2021
Q4 | $577K | Buy |
3,471
+1,591
| +85% | +$264K | ﹤0.01% | 569 |
|
2021
Q3 | $301K | Buy |
+1,880
| New | +$301K | ﹤0.01% | 617 |
|