Berkeley Inc’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
Q2 | $444K | Hold |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $492K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $472K | Sell |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $682K | Hold |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $646K | Sell |
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|
2022
Q2 | $695K | Sell |
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|
2022
Q1 | $836K | Sell |
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|
2021
Q4 | $865K | Sell |
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|
2021
Q3 | $881K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $991K | Buy |
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|
2020
Q4 | $819K | Buy |
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