Western Wealth Management’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 | $544K | Buy |
3,450
+11
| +0.3% | +$1.74K | 0.03% | 390 |
|
|
2025
Q1 | $519K | Sell |
3,439
-364
| -10% | -$55K | 0.03% | 379 |
|
|
2024
Q4 | $624K | Sell |
3,803
-74
| -2% | -$12.1K | 0.04% | 322 |
|
|
2024
Q3 | $647K | Buy |
3,877
+498
| +15% | +$83.1K | 0.04% | 392 |
|
|
2024
Q2 | $515K | Buy |
3,379
+398
| +13% | +$60.6K | 0.04% | 362 |
|
|
2024
Q1 | $473K | Sell |
2,981
-122
| -4% | -$19.4K | 0.04% | 381 |
|
|
2023
Q4 | $482K | Buy |
3,103
+1,553
| +100% | +$241K | 0.03% | 424 |
|
|
2023
Q3 | $210K | Buy |
+1,550
| New | +$210K | 0.02% | 601 |
|
|
2022
Q4 | – | Sell |
-1,885
| Closed | -$242K | – | 702 |
|
|
2022
Q3 | $242K | Buy |
1,885
+86
| +5% | +$11K | 0.01% | 700 |
|
|
2022
Q2 | $244K | Buy |
1,799
+108
| +6% | +$14.6K | 0.01% | 676 |
|
|
2022
Q1 | $273K | Buy |
+1,691
| New | +$273K | 0.01% | 701 |
|
|
2021
Q2 | $235K | Hold |
1,413
| – | – | 0.02% | 557 |
|
|
2021
Q1 | $225K | Buy |
+1,413
| New | +$225K | 0.03% | 473 |
|
|
2020
Q1 | – | Sell |
-1,949
| Closed | -$251K | – | 395 |
|
|
2019
Q4 | $251K | Buy |
+1,949
| New | +$251K | 0.04% | 346 |
|