Caldwell Sutter 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 | – | Sell |
-126
| Closed | -$19K | – | 883 |
|
|
2025
Q1 | $19K | Buy |
126
+78
| +163% | +$11.8K | 0.01% | 469 |
|
|
2024
Q4 | $7.88K | Hold |
48
| – | – | ﹤0.01% | 581 |
|
|
2024
Q3 | $8.01K | Hold |
48
| – | – | ﹤0.01% | 584 |
|
|
2024
Q2 | $7.31K | Hold |
48
| – | – | ﹤0.01% | 590 |
|
|
2024
Q1 | $7.62K | Hold |
48
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $7.46K | Hold |
48
| – | – | ﹤0.01% | 576 |
|
|
2023
Q3 | $6.51K | Hold |
48
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $6.76K | Hold |
48
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $6.58K | Hold |
48
| – | – | ﹤0.01% | 429 |
|
|
2022
Q4 | $6.66K | Buy |
+48
| New | +$6.66K | 0.01% | 274 |
|