Capital Investment Advisors’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 | $229K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $209K | Buy |
|
|||||
|
2024
Q3 | $205K | Sell |
|
|||||
|
2024
Q2 | $254K | Sell |
|
|||||
|
2024
Q1 | $287K | Sell |
|
|||||
|
2023
Q4 | $308K | Buy |
|
|||||
|
2023
Q3 | $250K | Buy |
|
|||||
|
2023
Q2 | $258K | Sell |
|
|||||
|
2023
Q1 | $319K | Sell |
|
|||||
|
2022
Q4 | $323K | Buy |
|
|||||
|
2022
Q3 | $219K | Sell |
|
|||||
|
2022
Q2 | $240K | Buy |
|
|||||
|
2022
Q1 | $209K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $333K | Hold |
|
|||||
|
2017
Q1 | $331K | Buy |
|