Cynosure 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 |
-1,566
| Closed | -$236K | – | 387 |
|
|
2025
Q1 | $236K | Hold |
1,566
| – | – | 0.03% | 368 |
|
|
2024
Q4 | $257K | Sell |
1,566
-260
| -14% | -$42.7K | 0.04% | 359 |
|
|
2024
Q3 | $305K | Hold |
1,826
| – | – | 0.04% | 353 |
|
|
2024
Q2 | $278K | Sell |
1,826
-678
| -27% | -$103K | 0.04% | 327 |
|
|
2024
Q1 | $398K | Sell |
2,504
-497
| -17% | -$78.9K | 0.07% | 143 |
|
|
2023
Q4 | $466K | Buy |
3,001
+522
| +21% | +$81.1K | 0.08% | 122 |
|
|
2023
Q3 | $336K | Buy |
+2,479
| New | +$336K | 0.1% | 121 |
|