Bear Mountain 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 | $25.6K | Sell |
157
-226
| -59% | -$36.9K | 0.01% | 80 |
|
|
2025
Q1 | $55.9K | Hold |
383
| – | – | 0.02% | 61 |
|
|
2024
Q4 | $64.4K | Hold |
383
| – | – | 0.03% | 55 |
|
|
2024
Q3 | $64.2K | Sell |
383
-2
| -0.5% | -$335 | 0.03% | 59 |
|
|
2024
Q2 | $61.6K | Sell |
385
-34
| -8% | -$5.44K | 0.03% | 61 |
|
|
2024
Q1 | $61.2K | Sell |
419
-2
| -0.5% | -$292 | 0.03% | 60 |
|
|
2023
Q4 | $61.8K | Buy |
+421
| New | +$61.8K | 0.03% | 64 |
|