Chicago Partners Investment 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 | $570K | Buy |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $570K | Buy |
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|
2024
Q2 | $573K | Buy |
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|
2024
Q1 | $508K | Hold |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $463K | Buy |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $384K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $318K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $146K | Buy |
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