Chapin Davis’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 | $328K | Buy |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $426K | Hold |
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|
2023
Q3 | $372K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $381K | Buy |
|