WealthShield Partners’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 | $122K | Hold |
772
| – | – | 0.01% | 361 |
|
|
2025
Q1 | $117K | Sell |
772
-13
| -2% | -$1.96K | 0.02% | 355 |
|
|
2024
Q4 | $129K | Hold |
785
| – | – | 0.02% | 315 |
|
|
2024
Q3 | $131K | Hold |
785
| – | – | 0.02% | 325 |
|
|
2024
Q2 | $120K | Sell |
785
-33
| -4% | -$5.03K | 0.02% | 311 |
|
|
2024
Q1 | $130K | Hold |
818
| – | – | 0.02% | 299 |
|
|
2023
Q4 | $127K | Sell |
818
-6,542
| -89% | -$1.02M | 0.02% | 304 |
|
|
2023
Q3 | $1M | Buy |
7,360
+478
| +7% | +$65.2K | 0.15% | 146 |
|
|
2023
Q2 | $969K | Sell |
6,882
-10,222
| -60% | -$1.44M | 0.15% | 149 |
|
|
2023
Q1 | $2.34M | Buy |
17,104
+10,655
| +165% | +$1.46M | 0.38% | 67 |
|
|
2022
Q4 | $894K | Buy |
6,449
+528
| +9% | +$73.2K | 0.17% | 140 |
|
|
2022
Q3 | $763K | Sell |
5,921
-318
| -5% | -$41K | 0.15% | 154 |
|
|
2022
Q2 | $849K | Buy |
6,239
+2,565
| +70% | +$349K | 0.17% | 147 |
|
|
2022
Q1 | $593K | Buy |
3,674
+673
| +22% | +$109K | 0.1% | 214 |
|
|
2021
Q4 | $498K | Buy |
+3,001
| New | +$498K | 0.08% | 191 |
|
|
2021
Q3 | – | Sell |
-1,325
| Closed | -$220K | – | 487 |
|
|
2021
Q2 | $220K | Buy |
1,325
+1,290
| +3,686% | +$214K | 0.03% | 249 |
|
|
2021
Q1 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 918 |
|
|
2020
Q4 | – | Sell |
-35
| Closed | -$3K | – | 348 |
|
|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 314 |
|
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 250 |
|
|
2019
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 259 |
|
|
2019
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 248 |
|
|
2019
Q2 | $4K | Sell |
35
-10
| -22% | -$1.14K | ﹤0.01% | 217 |
|
|
2019
Q1 | $5K | Sell |
45
-142
| -76% | -$15.8K | ﹤0.01% | 248 |
|
|
2018
Q4 | $20K | Hold |
187
| – | – | 0.01% | 189 |
|
|
2018
Q3 | $25K | Hold |
187
| – | – | 0.01% | 183 |
|
|
2018
Q2 | $25K | Hold |
187
| – | – | 0.02% | 176 |
|
|
2018
Q1 | $23K | Sell |
187
-94
| -33% | -$11.6K | 0.01% | 173 |
|
|
2017
Q4 | $36K | Buy |
+281
| New | +$36K | 0.02% | 162 |
|