WealthPlan Investment Management’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 | $1.38M | Buy |
8,724
+300
| +4% | +$47.3K | 0.1% | 156 |
|
|
2025
Q1 | $1.27M | Buy |
8,424
+309
| +4% | +$46.7K | 0.13% | 122 |
|
|
2024
Q4 | $1.33M | Buy |
8,115
+1,242
| +18% | +$204K | 0.13% | 119 |
|
|
2024
Q3 | $1.15M | Buy |
+6,873
| New | +$1.15M | 0.12% | 120 |
|
|
2023
Q1 | – | Sell |
-7,609
| Closed | -$1.16M | – | 507 |
|
|
2022
Q4 | $1.16M | Buy |
7,609
+520
| +7% | +$79.4K | 0.08% | 167 |
|
|
2022
Q3 | $1.02M | Buy |
+7,089
| New | +$1.02M | 0.07% | 166 |
|
|
2022
Q1 | $929K | Buy |
+6,246
| New | +$929K | 0.06% | 181 |
|