West Michigan 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 | $257K | Sell |
1,629
-19
| -1% | -$3K | 0.07% | 196 |
|
|
2025
Q1 | $249K | Buy |
1,648
+5
| +0.3% | +$755 | 0.08% | 173 |
|
|
2024
Q4 | $270K | Sell |
1,643
-15
| -0.9% | -$2.46K | 0.08% | 179 |
|
|
2024
Q3 | $277K | Hold |
1,658
| – | – | 0.08% | 154 |
|
|
2024
Q2 | $253K | Sell |
1,658
-37
| -2% | -$5.64K | 0.08% | 158 |
|
|
2024
Q1 | $269K | Sell |
1,695
-133
| -7% | -$21.1K | 0.09% | 147 |
|
|
2023
Q4 | $284K | Buy |
1,828
+84
| +5% | +$13K | 0.11% | 120 |
|
|
2023
Q3 | $236K | Buy |
1,744
+10
| +0.6% | +$1.36K | 0.13% | 127 |
|
|
2023
Q2 | $244K | Hold |
1,734
| – | – | 0.1% | 177 |
|
|
2023
Q1 | $238K | Buy |
1,734
+207
| +14% | +$28.4K | 0.13% | 120 |
|
|
2022
Q4 | $212K | Sell |
1,527
-47
| -3% | -$6.52K | 0.15% | 107 |
|
|
2022
Q3 | $203K | Buy |
1,574
+18
| +1% | +$2.32K | 0.18% | 101 |
|
|
2022
Q2 | $212K | Sell |
1,556
-537
| -26% | -$73.2K | 0.18% | 100 |
|
|
2022
Q1 | $338K | Buy |
2,093
+148
| +8% | +$23.9K | 0.23% | 78 |
|
|
2021
Q4 | $323K | Buy |
+1,945
| New | +$323K | 0.24% | 82 |
|