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