EPM
Elm Partners 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 | – | Sell |
-1,508
| Closed | -$228K | – | 99 |
|
|
2025
Q1 | $228K | Sell |
1,508
-208
| -12% | -$31.4K | 0.01% | 64 |
|
|
2024
Q4 | $282K | Buy |
1,716
+155
| +10% | +$25.4K | 0.02% | 64 |
|
|
2024
Q3 | $260K | Hold |
1,561
| – | – | 0.02% | 57 |
|
|
2024
Q2 | $238K | Hold |
1,561
| – | – | 0.02% | 59 |
|
|
2024
Q1 | $248K | Buy |
+1,561
| New | +$248K | 0.02% | 60 |
|