Allen Investment Management’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 | $357K | Hold |
|
|||||
|
2025
Q2 | $318K | Sell |
|
|||||
|
2025
Q1 | $308K | Hold |
|
|||||
|
2024
Q4 | $335K | Hold |
|
|||||
|
2024
Q3 | $340K | Hold |
|
|||||
|
2024
Q2 | $311K | Hold |
|
|||||
|
2024
Q1 | $324K | Hold |
|
|||||
|
2023
Q4 | $317K | Hold |
|
|||||
|
2023
Q3 | $277K | Hold |
|
|||||
|
2023
Q2 | $287K | Hold |
|
|||||
|
2023
Q1 | $280K | Hold |
|
|||||
|
2022
Q4 | $283K | Hold |
|
|||||
|
2022
Q3 | $263K | Hold |
|
|||||
|
2022
Q2 | $278K | Hold |
|
|||||
|
2022
Q1 | $329K | Hold |
|
|||||
|
2021
Q4 | $339K | Hold |
|
|||||
|
2021
Q3 | $327K | Hold |
|
|||||
|
2021
Q2 | $338K | Sell |
|
|||||
|
2021
Q1 | $331K | Hold |
|
|||||
|
2020
Q4 | $274K | Hold |
|
|||||
|
2020
Q3 | $206K | Sell |
|
|||||
|
2020
Q2 | $319K | Sell |
|
|||||
|
2020
Q1 | $271K | Hold |
|
|||||
|
2019
Q4 | $425K | Hold |
|
|||||
|
2019
Q3 | $394K | Hold |
|
|||||
|
2019
Q2 | $398K | Hold |
|
|||||
|
2019
Q1 | $396K | Hold |
|
|||||
|
2018
Q4 | $355K | Hold |
|
|||||
|
2018
Q3 | $439K | Hold |
|
|||||
|
2018
Q2 | $436K | Hold |
|
|||||
|
2018
Q1 | $402K | Sell |
|
|||||
|
2017
Q4 | $440K | Hold |
|
|||||
|
2017
Q3 | $434K | Sell |
|
|||||
|
2017
Q2 | $451K | Sell |
|
|||||
|
2017
Q1 | $508K | Hold |
|
|||||
|
2016
Q4 | $511K | Hold |
|
|||||
|
2016
Q3 | $450K | Hold |
|
|||||
|
2016
Q2 | $418K | Buy |
|
|||||
|
2016
Q1 | $354K | Buy |
|
|||||
|
2015
Q4 | $244K | Hold |
|
|||||
|
2015
Q3 | $239K | Hold |
|
|||||
|
2015
Q2 | $270K | Hold |
|
|||||
|
2015
Q1 | $274K | Hold |
|
|||||
|
2014
Q4 | $270K | Sell |
|
|||||
|
2014
Q3 | $252K | Buy |
|