DCM
Dimension Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
2,478
-1,554
| -39% | -$245K | 0.06% | 81 |
|
|
2025
Q1 | $609K | Hold |
4,032
| – | – | 0.11% | 64 |
|
|
2024
Q4 | $662K | Hold |
4,032
| – | – | 0.11% | 53 |
|
|
2024
Q3 | $673K | Buy |
4,032
+1,747
| +76% | +$291K | 0.13% | 58 |
|
|
2024
Q2 | $348K | Buy |
+2,285
| New | +$348K | 0.07% | 78 |
|
|
2019
Q3 | – | Sell |
-2,095
| Closed | -$253K | – | 95 |
|
|
2019
Q2 | $253K | Hold |
2,095
| – | – | 0.09% | 92 |
|
|
2019
Q1 | $251K | Hold |
2,095
| – | – | 0.11% | 85 |
|
|
2018
Q4 | $225K | Hold |
2,095
| – | – | 0.11% | 79 |
|
|
2018
Q3 | $279K | Buy |
+2,095
| New | +$279K | 0.13% | 77 |
|