Chatham Capital Group’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 | $249K | Hold |
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|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $264K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $234K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $208K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $207K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $254K | Hold |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $482K | Sell |
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|
2019
Q1 | $570K | Hold |
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|
2018
Q4 | $511K | Sell |
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|
2018
Q3 | $1.03M | Hold |
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|
2018
Q2 | $1.02M | Hold |
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|
2018
Q1 | $945K | Buy |
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|
2017
Q4 | $723K | Sell |
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|
2017
Q3 | $776K | Hold |
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|
2017
Q2 | $743K | Sell |
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|
2017
Q1 | $975K | Buy |
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|
2016
Q4 | $553K | Sell |
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|
2016
Q3 | $521K | Buy |
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|
2016
Q2 | $482K | Hold |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $593K | Sell |
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|
2015
Q3 | $586K | Hold |
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|
2015
Q2 | $663K | Sell |
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|
2015
Q1 | $722K | Sell |
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|
2014
Q4 | $742K | Sell |
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|
2014
Q3 | $720K | Buy |
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