WESPAC 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
Q1 | – | Sell |
-1,289
| Closed | -$212K | – | 177 |
|
|
2024
Q4 | $212K | Buy |
+1,289
| New | +$212K | 0.16% | 152 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$319K | – | 125 |
|
|
2021
Q1 | $319K | Buy |
+2,000
| New | +$319K | 0.24% | 115 |
|
|
2017
Q3 | – | Sell |
-17,656
| Closed | -$2.1M | – | 146 |
|
|
2017
Q2 | $2.1M | Buy |
17,656
+5,929
| +51% | +$705K | 1.44% | 26 |
|
|
2017
Q1 | $1.39M | Buy |
+11,727
| New | +$1.39M | 1.6% | 20 |
|