Wealthstream Advisors’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 | $572K | Sell |
3,628
-192
| -5% | -$30.3K | 0.1% | 76 |
|
|
2025
Q1 | $577K | Hold |
3,820
| – | – | 0.11% | 71 |
|
|
2024
Q4 | $627K | Hold |
3,820
| – | – | 0.12% | 68 |
|
|
2024
Q3 | $637K | Hold |
3,820
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $582K | Hold |
3,820
| – | – | 0.21% | 62 |
|
|
2024
Q1 | $607K | Hold |
3,820
| – | – | 0.23% | 59 |
|
|
2023
Q4 | $593K | Buy |
3,820
+45
| +1% | +$6.99K | 0.25% | 59 |
|
|
2023
Q3 | $512K | Hold |
3,775
| – | – | 0.26% | 53 |
|
|
2023
Q2 | $531K | Buy |
3,775
+16
| +0.4% | +$2.25K | 0.28% | 50 |
|
|
2023
Q1 | $515K | Buy |
3,759
+19
| +0.5% | +$2.6K | 0.31% | 42 |
|
|
2022
Q4 | $519K | Buy |
3,740
+23
| +0.6% | +$3.19K | 0.34% | 40 |
|
|
2022
Q3 | $479K | Buy |
3,717
+57
| +2% | +$7.35K | 0.51% | 35 |
|
|
2022
Q2 | $498K | Buy |
3,660
+41
| +1% | +$5.58K | 0.5% | 33 |
|
|
2022
Q1 | $584K | Buy |
3,619
+11
| +0.3% | +$1.78K | 0.51% | 31 |
|
|
2021
Q4 | $599K | Buy |
+3,608
| New | +$599K | 0.51% | 29 |
|