Delta Financial 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
Q1 | $470K | Buy |
3,007
+9
| +0.3% | +$1.41K | 0.11% | 140 |
|
|
2024
Q4 | $492K | Buy |
+2,998
| New | +$492K | 0.12% | 132 |
|
|
2024
Q2 | – | Sell |
-2,956
| Closed | -$469K | – | 173 |
|
|
2024
Q1 | $469K | Buy |
2,956
+10
| +0.3% | +$1.59K | 0.14% | 125 |
|
|
2023
Q4 | $458K | Buy |
2,946
+55
| +2% | +$8.55K | 0.14% | 113 |
|
|
2023
Q3 | $392K | Buy |
+2,891
| New | +$392K | 0.14% | 120 |
|