Capital Analysts LLC’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 | $938K | Sell |
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|
2025
Q2 | $840K | Sell |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $621K | Hold |
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|
2024
Q1 | $648K | Buy |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $419K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $596K | Sell |
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|
2021
Q2 | $623K | Sell |
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|
2021
Q1 | $605K | Buy |
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|
2020
Q4 | $493K | Hold |
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|
2020
Q3 | $372K | Sell |
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|
2020
Q2 | $374K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $107K | Buy |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $98K | Buy |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $62K | Hold |
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|
2018
Q3 | $77K | Sell |
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|
2018
Q2 | $320K | Buy |
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|
2018
Q1 | $65K | Buy |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $45.9K | Sell |
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|
2017
Q1 | $103K | Sell |
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|
2016
Q4 | $625K | Sell |
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|
2016
Q3 | $556K | Sell |
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|
2016
Q2 | $561K | Buy |
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|
2016
Q1 | $530K | Buy |
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|
2015
Q4 | $492K | Buy |
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|
2015
Q3 | $466K | Buy |
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|
2015
Q2 | $334K | Buy |
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|
2015
Q1 | $322K | Buy |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q3 | $112K | Hold |
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|
2014
Q2 | $124K | Buy |
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|
2014
Q1 | $80.7K | Buy |
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|
2013
Q4 | $49.8K | Buy |
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