Wealthstream Advisors’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 | $642K | Hold |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $627K | Hold |
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|
2024
Q3 | $637K | Hold |
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|
2024
Q2 | $582K | Hold |
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|
2024
Q1 | $607K | Hold |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $512K | Hold |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $599K | Buy |
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