Becker Capital Management’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 | $824K | Sell |
5,221
-36
| -0.7% | -$5.68K | 0.03% | 185 |
|
|
2025
Q1 | $794K | Sell |
5,257
-729
| -12% | -$110K | 0.03% | 182 |
|
|
2024
Q4 | $983K | Sell |
5,986
-691
| -10% | -$113K | 0.03% | 166 |
|
|
2024
Q3 | $1.11M | Buy |
6,677
+546
| +9% | +$91.1K | 0.04% | 162 |
|
|
2024
Q2 | $934K | Hold |
6,131
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $974K | Sell |
6,131
-175
| -3% | -$27.8K | 0.03% | 164 |
|
|
2023
Q4 | $980K | Sell |
6,306
-680
| -10% | -$106K | 0.04% | 162 |
|
|
2023
Q3 | $953K | Sell |
6,986
-536
| -7% | -$73.1K | 0.04% | 157 |
|
|
2023
Q2 | $1.06M | Sell |
7,522
-475
| -6% | -$66.9K | 0.04% | 156 |
|
|
2023
Q1 | $1.1M | Buy |
+7,997
| New | +$1.1M | 0.04% | 155 |
|