Windsor Advisory Group’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 | $74.8K | Hold |
474
| – | – | 0.11% | 43 |
|
|
2025
Q1 | $71.6K | Hold |
474
| – | – | 0.09% | 44 |
|
|
2024
Q4 | $77.8K | Hold |
474
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $79.1K | Hold |
474
| – | – | 0.09% | 66 |
|
|
2024
Q2 | $72.2K | Hold |
474
| – | – | 0.14% | 40 |
|
|
2024
Q1 | $75.3K | Hold |
474
| – | – | 0.21% | 40 |
|
|
2023
Q4 | $73.6K | Hold |
474
| – | – | 0.22% | 43 |
|
|
2023
Q3 | $64.3K | Hold |
474
| – | – | 0.15% | 49 |
|
|
2023
Q2 | $66.7K | Hold |
474
| – | – | 0.16% | 46 |
|
|
2023
Q1 | $64.9K | Sell |
474
-797
| -63% | -$109K | 0.16% | 52 |
|
|
2022
Q4 | $176K | Buy |
+1,271
| New | +$176K | 0.47% | 44 |
|