Comprehensive Financial Management’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 | $40.8M | Hold |
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|
2025
Q2 | $36.4M | Hold |
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|
2025
Q1 | $34.8M | Hold |
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|
2024
Q4 | $37.8M | Hold |
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|
2024
Q3 | $38.4M | Hold |
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|
2024
Q2 | $35.1M | Hold |
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|
2024
Q1 | $36.6M | Hold |
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|
2023
Q4 | $35.8M | Hold |
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|
2023
Q3 | $31.5M | Hold |
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|
2023
Q2 | $32.5M | Hold |
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|
2023
Q1 | $32M | Hold |
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|
2022
Q4 | $32M | Hold |
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|
2022
Q3 | $29.7M | Hold |
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|
2022
Q2 | $31.4M | Hold |
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|
2022
Q1 | $37.2M | Hold |
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|
2021
Q4 | $38.3M | Hold |
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|
2021
Q3 | $36.9M | Hold |
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|
2021
Q2 | $38.2M | Hold |
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|
2021
Q1 | $36.8M | Hold |
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|
2020
Q4 | $30.4M | Hold |
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|
2020
Q3 | $22.9M | Hold |
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|
2020
Q2 | $22.5M | Hold |
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|
2020
Q1 | $18.9M | Hold |
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|
2019
Q4 | $29.6M | Buy |
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