Caitlin John’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
Q1 | – | Sell |
-482
| Closed | -$79.2K | – | 462 |
|
2024
Q4 | $79.2K | Hold |
482
| – | – | 0.05% | 181 |
|
2024
Q3 | $84.9K | Hold |
482
| – | – | 0.05% | 184 |
|
2024
Q2 | $73.5K | Hold |
482
| – | – | 0.05% | 196 |
|
2024
Q1 | $76.6K | Sell |
482
-4
| -0.8% | -$636 | 0.06% | 187 |
|
2023
Q4 | $75.4K | Buy |
+486
| New | +$75.4K | 0.06% | 161 |
|