Heck Capital Advisors’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 | $551K | Sell |
3,492
-13,799
| -80% | -$2.18M | 0.05% | 127 |
|
|
2025
Q1 | $2.61M | Sell |
17,291
-20,302
| -54% | -$3.07M | 0.29% | 59 |
|
|
2024
Q4 | $6.17M | Buy |
37,593
+36,416
| +3,094% | +$5.98M | 0.71% | 36 |
|
|
2024
Q3 | $196K | Buy |
+1,177
| New | +$196K | 0.02% | 148 |
|
|
2024
Q2 | – | Sell |
-32,390
| Closed | -$5.14M | – | 205 |
|
|
2024
Q1 | $5.14M | Sell |
32,390
-28,964
| -47% | -$4.6M | 0.78% | 40 |
|
|
2023
Q4 | $9.53M | Buy |
+61,354
| New | +$9.53M | 1.56% | 19 |
|