Clayton Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,665
| Closed | -$1.91M | – | 66 |
|
|
2025
Q1 | $1.91M | Buy |
12,665
+50
| +0.4% | +$7.55K | 0.7% | 30 |
|
|
2024
Q4 | $2.07M | Sell |
12,615
-923
| -7% | -$152K | 0.75% | 30 |
|
|
2024
Q3 | $2.26M | Buy |
13,538
+1,950
| +17% | +$325K | 0.85% | 29 |
|
|
2024
Q2 | $1.84M | Hold |
11,588
| – | – | 0.8% | 29 |
|
|
2024
Q1 | $1.84M | Buy |
11,588
+430
| +4% | +$68.3K | 0.84% | 28 |
|
|
2023
Q4 | $1.73M | Buy |
+11,158
| New | +$1.73M | 1.08% | 24 |
|