Clear Investment Research’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
Q2 | $380K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $342K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $372K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $260K | Buy |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $195K | Buy |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $324K | Hold |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $322K | Sell |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $363K | Sell |
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|
2018
Q2 | $2.21M | Hold |
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|
2018
Q1 | $2.21M | Buy |
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|
2017
Q4 | $2.22M | Sell |
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|
2017
Q3 | $2.24M | Buy |
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|
2017
Q2 | $1.64M | Sell |
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|
2017
Q1 | $2.82M | Buy |
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|
2016
Q4 | $2.71M | Sell |
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|
2016
Q3 | $2.4M | Buy |
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|
2016
Q2 | $349K | Sell |
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|
2016
Q1 | $3.29M | Buy |
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|
2015
Q4 | $3.1M | Sell |
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|
2015
Q3 | $3.11M | Buy |
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|
2015
Q2 | $3.3M | Buy |
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|
2015
Q1 | $3.26M | Buy |
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