Wedgewood Investors’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 | $327K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $281K | Buy |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $271K | Buy |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $479K | Hold |
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|
2021
Q1 | $461K | Hold |
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|
2020
Q4 | $381K | Hold |
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|
2020
Q3 | $287K | Sell |
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|
2020
Q2 | $298K | Hold |
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|
2020
Q1 | $251K | Hold |
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|
2019
Q4 | $393K | Hold |
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|
2019
Q3 | $365K | Hold |
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|
2019
Q2 | $368K | Hold |
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|
2019
Q1 | $367K | Hold |
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|
2018
Q4 | $329K | Hold |
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|
2018
Q3 | $407K | Hold |
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|
2018
Q2 | $403K | Hold |
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|
2018
Q1 | $373K | Hold |
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|
2017
Q4 | $385K | Hold |
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|
2017
Q3 | $380K | Sell |
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|
2017
Q2 | $375K | Hold |
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|
2017
Q1 | $373K | Hold |
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|
2016
Q4 | $376K | Hold |
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|
2016
Q3 | $330K | Hold |
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|
2016
Q2 | $307K | Sell |
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|
2016
Q1 | $304K | Sell |
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|
2015
Q4 | $331K | Hold |
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|
2015
Q3 | $325K | Hold |
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|
2015
Q2 | $367K | Hold |
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|
2015
Q1 | $372K | Hold |
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|
2014
Q4 | $366K | Sell |
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|
2014
Q3 | $339K | Sell |
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|
2014
Q2 | $380K | Hold |
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|
2014
Q1 | $371K | Sell |
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|
2013
Q4 | $373K | Sell |
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|
2013
Q3 | $363K | Sell |
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|
2013
Q2 | $366K | Buy |
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