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 |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $765K | Buy |
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|
2022
Q4 | $729K | Buy |
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|
2022
Q3 | $610K | Sell |
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|
2022
Q2 | $752K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $882K | Buy |
|