Clifford Capital Partners’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
Q1 | – | Sell |
-1,330
| Closed | -$218K | – | 48 |
|
|
2024
Q4 | $218K | Buy |
+1,330
| New | +$218K | 0.05% | 46 |
|
|
2024
Q3 | – | Sell |
-31,200
| Closed | -$4.75M | – | 56 |
|
|
2024
Q2 | $4.75M | Buy |
+31,200
| New | +$4.75M | 1.03% | 31 |
|
|
2018
Q1 | – | Sell |
-14,800
| Closed | -$1.93M | – | 34 |
|
|
2017
Q4 | $1.93M | Buy |
+14,800
| New | +$1.93M | 2.14% | 27 |
|