WOSD
WFA of San Diego’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Buy |
+85
| New | +$13.4K | 0.01% | 296 |
|
|
2024
Q3 | $14.2K | Sell |
85
-75
| -47% | -$12.5K | 0.01% | 262 |
|
|
2024
Q2 | $24.4K | Buy |
+160
| New | +$24.4K | 0.02% | 227 |
|
|
2023
Q3 | $21.7K | Hold |
160
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $22.5K | Buy |
+160
| New | +$22.5K | 0.02% | 225 |
|
|
2023
Q1 | – | Sell |
-160
| Closed | -$22.2K | – | 239 |
|
|
2022
Q4 | $22.2K | Buy |
+160
| New | +$22.2K | 0.02% | 280 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$22K | – | 235 |
|
|
2022
Q2 | $22K | Buy |
+160
| New | +$22K | 0.02% | 218 |
|