World Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$668K Buy
2025
Q2
$593K Sell
2025
Q1
$1.37M Sell
2024
Q4
$1.52M Buy
2024
Q3
$1.53M Sell
2024
Q2
$1.44M Buy
2024
Q1
Sell
2023
Q4
$348K Sell
2023
Q3
$310K Sell
2023
Q2
$348K Sell
2023
Q1
$765K Buy
2022
Q4
$729K Buy
2022
Q3
$610K Sell
2022
Q2
$752K Sell
2022
Q1
$1.17M Buy
2021
Q4
$1.14M Buy
2021
Q3
$1.11M Buy
2021
Q2
$1.15M Sell
2021
Q1
$1.56M Buy
2020
Q4
$882K Buy