GFA
Gallagher Fiduciary Advisors’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 | $835K | Sell |
5,292
-93
| -2% | -$14.7K | 0.03% | 97 |
|
|
2025
Q1 | $813K | Sell |
5,385
-4,385
| -45% | -$662K | 0.03% | 105 |
|
|
2024
Q4 | $1.6M | Buy |
9,770
+4,459
| +84% | +$732K | 0.31% | 41 |
|
|
2024
Q3 | $886K | Sell |
5,311
-1,983
| -27% | -$331K | 0.18% | 61 |
|
|
2024
Q2 | $1.11M | Buy |
7,294
+1,906
| +35% | +$290K | 0.25% | 47 |
|
|
2024
Q1 | $856K | Buy |
5,388
+1,783
| +49% | +$283K | 0.03% | 65 |
|
|
2023
Q4 | $560K | Sell |
3,605
-350
| -9% | -$54.4K | 0.02% | 94 |
|
|
2023
Q3 | $536K | Sell |
3,955
-707
| -15% | -$95.8K | 0.05% | 93 |
|
|
2023
Q2 | $657K | Buy |
4,662
+18
| +0.4% | +$2.54K | 0.05% | 100 |
|
|
2023
Q1 | $636K | Buy |
+4,644
| New | +$636K | 0.05% | 105 |
|