WealthPLAN Partners’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
Q3 | $525K | Sell |
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|
2025
Q2 | $501K | Buy |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $376K | Sell |
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|
2024
Q3 | $388K | Sell |
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|
2024
Q2 | $1.4M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $854K | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q1 | $929K | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $782K | Buy |
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|
2021
Q1 | $767K | Sell |
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|
2020
Q4 | $760K | Buy |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $562K | Buy |
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|
2020
Q1 | $361K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $200K | Sell |
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|
2017
Q3 | $204K | Sell |
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|
2017
Q2 | $209K | Buy |
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|
2016
Q3 | $16K | Buy |
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