Aspen Grove Capital’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 | $482K | Buy |
3,055
+617
| +25% | +$97.4K | 0.08% | 116 |
|
2025
Q1 | $368K | Buy |
2,438
+21
| +0.9% | +$3.17K | 0.07% | 139 |
|
2024
Q4 | $397K | Sell |
2,417
-240
| -9% | -$39.4K | 0.08% | 121 |
|
2024
Q3 | $443K | Buy |
2,657
+467
| +21% | +$77.9K | 0.1% | 113 |
|
2024
Q2 | $334K | Sell |
2,190
-15
| -0.7% | -$2.29K | 0.08% | 136 |
|
2024
Q1 | $350K | Buy |
+2,205
| New | +$350K | 0.1% | 125 |
|