Ground Swell Capital’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
Q2 | – | Sell |
-4,560
| Closed | -$688K | – | 197 |
|
|
2025
Q1 | $688K | Sell |
4,560
-7,281
| -61% | -$1.1M | 1.48% | 10 |
|
|
2024
Q4 | $1.94M | Buy |
+11,841
| New | +$1.94M | 2.92% | 2 |
|
|
2022
Q2 | – | Sell |
-2,052
| Closed | -$331K | – | 162 |
|
|
2022
Q1 | $331K | Buy |
+2,052
| New | +$331K | 0.85% | 15 |
|
|
2021
Q1 | – | Sell |
-3,980
| Closed | -$524K | – | 116 |
|
|
2020
Q4 | $524K | Buy |
+3,980
| New | +$524K | 2.01% | 10 |
|