Bessemer Group’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
Q3 | $712K | Buy |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $172K | Sell |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $170K | Sell |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $640K | Sell |
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|
2022
Q3 | $880K | Buy |
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|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $58.4M | Buy |
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|
2021
Q4 | $512K | Hold |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $947K | Buy |
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|
2020
Q4 | $406K | Hold |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $404K | Hold |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $264K | Hold |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $434K | Hold |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $1.7M | Buy |
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|
2017
Q4 | $745K | Hold |
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|
2017
Q3 | $736K | Hold |
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|
2017
Q2 | $704K | Sell |
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|
2017
Q1 | $901K | Sell |
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|
2016
Q4 | $925K | Buy |
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|
2016
Q3 | $288K | Sell |
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|
2016
Q2 | $294K | Buy |
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|
2016
Q1 | $237K | Sell |
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|
2015
Q4 | $268K | Sell |
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|
2015
Q3 | $269K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $33K | Hold |
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|
2014
Q3 | $30K | Sell |
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|
2014
Q2 | $322K | Hold |
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|
2014
Q1 | $315K | Sell |
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|
2013
Q4 | $370K | Buy |
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|
2013
Q3 | $286K | Hold |
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|
2013
Q2 | $268K | Buy |
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