Westshore Wealth’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 |
-1,233
| Closed | -$202K | – | 98 |
|
|
2024
Q4 | $202K | Sell |
1,233
-132
| -10% | -$21.7K | 0.08% | 91 |
|
|
2024
Q3 | $228K | Hold |
1,365
| – | – | 0.09% | 85 |
|
|
2024
Q2 | $208K | Hold |
1,365
| – | – | 0.09% | 88 |
|
|
2024
Q1 | $217K | Hold |
1,365
| – | – | 0.09% | 91 |
|
|
2023
Q4 | $212K | Buy |
+1,365
| New | +$212K | 0.1% | 87 |
|