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Capital Fund Management (CFM)’s
iShares Russell 2000 Value ETF
IWN
Stock Holding History
Capital Fund Management (CFM)’s Portfolio
IWN Stock Details
IWN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-20,750
Closed
-$3.46M
–
2279
2024
Q3
$3.46M
Sell
20,750
-20,100
-49%
-$3.27M
0.04%
1191
2024
Q2
$6.22M
Buy
+40,850
New
+$6.25M
0.07%
858
2024
Q1
–
Sell
-19,950
Closed
-$3.02M
–
2291
2023
Q4
$3.1M
Buy
+19,950
New
+$2.76M
0.04%
1318
2023
Q3
–
Hold
0
–
–
–
2144
2023
Q2
–
Hold
0
–
–
–
1913
2021
Q3
–
Hold
0
–
–
–
1770
2021
Q2
–
Hold
0
–
–
–
1626
2017
Q3
–
Sell
-46,400
Closed
-$5.52M
–
1693
2017
Q2
$5.52M
Sell
46,400
-500
-1%
-$58.8K
0.09%
445
2017
Q1
$5.54M
Sell
46,900
-18,200
-28%
-$2.16M
0.09%
434
2016
Q4
$7.74M
Buy
+65,100
New
+$7.19M
0.14%
360
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$16.5B AUM
19.94%
1-Year Est. Return
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Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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