Fort Point Capital Partners’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
Q2 | $301K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $347K | Sell |
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|
2022
Q3 | $335K | Sell |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $9.1M | Buy |
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|
2021
Q3 | $8.48M | Sell |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $8.3M | Buy |
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|
2020
Q3 | $5.36M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $224K | Buy |
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