Clear Investment Research’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clear Investment Research’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10K	Buy	+53	New	+$10.3K	0.02%	162
2025 Q4	–	Sell	-2,406	Closed	-$426K	–	139
2025 Q3	$426K	Sell	2,406 -4	-0.2%	-$675	0.57%	39
2025 Q2	$380K	Buy	2,410 +25	+1%	+$3.72K	0.48%	39
2025 Q1	$360K	Buy	2,385 +45	+2%	+$7.27K	0.48%	39
2024 Q4	$384K	Buy	2,340 +2	+0.1%	+$341	0.49%	39
2024 Q3	$390K	Buy	2,338 +35	+2%	+$5.69K	0.51%	36
2024 Q2	$351K	Sell	2,303 -38	-2%	-$5.81K	0.46%	37
2024 Q1	$372K	Buy	2,341 +38	+2%	+$5.75K	0.5%	34
2023 Q4	$358K	Sell	2,303 -74	-3%	-$10.3K	0.5%	37
2023 Q3	$322K	Sell	2,377 -4	-0.2%	-$574	0.56%	32
2023 Q2	$335K	Sell	2,381 -115	-5%	-$15.6K	0.56%	32
2023 Q1	$342K	Buy	2,496 +119	+5%	+$17.2K	0.6%	29
2022 Q4	$330K	Sell	2,377 -4	-0.2%	-$565	0.64%	29
2022 Q3	$307K	Buy	2,381 +150	+7%	+$21.7K	0.65%	29
2022 Q2	$304K	Buy	2,231 +31	+1%	+$4.61K	0.67%	30
2022 Q1	$355K	Sell	2,200 -171	-7%	-$27.3K	0.7%	29
2021 Q4	$394K	Buy	2,371 +23	+1%	+$3.83K	0.6%	30
2021 Q3	$376K	Buy	2,348 +27	+1%	+$4.34K	0.61%	30
2021 Q2	$385K	Sell	2,321 -14	-0.6%	-$2.31K	0.64%	28
2021 Q1	$372K	Sell	2,335 -119	-5%	-$18K	0.67%	25
2020 Q4	$323K	Sell	2,454 -163	-6%	-$19.2K	0.58%	29
2020 Q3	$260K	Buy	2,617 +9	+0.3%	+$914	0.53%	33
2020 Q2	$254K	Buy	2,608 +235	+10%	+$21.4K	0.54%	33
2020 Q1	$195K	Buy	2,373 +1	+0%	+$112	0.47%	37
2019 Q4	$305K	Sell	2,372 -345	-13%	-$42.7K	0.63%	26
2019 Q3	$324K	Hold	2,717	–	–	0.69%	24
2019 Q2	$327K	Buy	2,717 +31	+1%	+$3.74K	0.54%	29
2019 Q1	$322K	Sell	2,686 -20	-0.7%	-$2.39K	0.5%	30
2018 Q4	$291K	Sell	2,706 -26	-1%	-$3.13K	0.47%	31
2018 Q3	$363K	Sell	2,732 -15,396	-85%	-$2.07M	0.53%	28
2018 Q2	$2.21M	Hold	18,128	–	–	1.45%	17
2018 Q1	$2.21M	Buy	18,128 +505	+3%	+$63.2K	1.45%	17
2017 Q4	$2.22M	Sell	17,623 -418	-2%	-$52.2K	1.47%	17
2017 Q3	$2.24M	Buy	18,041 +4,285	+31%	+$505K	1.52%	17
2017 Q2	$1.64M	Sell	13,756 -10,123	-42%	-$1.19M	1.25%	16
2017 Q1	$2.82M	Buy	23,879 +1,125	+5%	+$133K	2.03%	16
2016 Q4	$2.71M	Sell	22,754 -151	-0.7%	-$16.7K	2.09%	16
2016 Q3	$2.4M	Buy	22,905 +19,322	+539%	+$1.98M	1.9%	16
2016 Q2	$349K	Sell	3,583 -31,671	-90%	-$3.02M	0.36%	18
2016 Q1	$3.29M	Buy	35,254 +1,585	+5%	+$138K	2.69%	15
2015 Q4	$3.1M	Sell	33,669 -876	-3%	-$83.2K	2.64%	15
2015 Q3	$3.11M	Buy	34,545 +2,180	+7%	+$209K	2.88%	14
2015 Q2	$3.3M	Buy	32,365 +761	+2%	+$78.3K	2.94%	15
2015 Q1	$3.26M	Buy	+31,604	New	+$3.19M	2.95%	14