William Howard & Co Financial 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 | $203K | Buy |
+1,289
| New | +$203K | 0.18% | 54 |
|
|
2025
Q1 | – | Sell |
-1,289
| Closed | -$212K | – | 53 |
|
|
2024
Q4 | $212K | Hold |
1,289
| – | – | 0.19% | 50 |
|
|
2024
Q3 | $215K | Buy |
+1,289
| New | +$215K | 0.18% | 51 |
|
|
2024
Q2 | – | Sell |
-1,289
| Closed | -$205K | – | 49 |
|
|
2024
Q1 | $205K | Buy |
+1,289
| New | +$205K | 0.19% | 43 |
|