Hirtle Callaghan & Co’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 | $769K | Sell |
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|
2025
Q1 | $789K | Hold |
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|
2024
Q4 | $858K | Hold |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $782K | Sell |
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|
2023
Q4 | $788K | Buy |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $668K | Hold |
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|
2022
Q4 | $676K | Hold |
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|
2022
Q3 | $629K | Hold |
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|
2022
Q2 | $664K | Hold |
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|
2022
Q1 | $787K | Hold |
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|
2021
Q4 | $810K | Hold |
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|
2021
Q3 | $781K | Hold |
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|
2021
Q2 | $808K | Hold |
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|
2021
Q1 | $778K | Hold |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $487K | Hold |
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|
2020
Q2 | $475K | Hold |
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|
2020
Q1 | $400K | Hold |
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|
2019
Q4 | $627K | Hold |
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|
2019
Q3 | $582K | Hold |
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|
2019
Q2 | $588K | Hold |
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|
2019
Q1 | $585K | Hold |
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|
2018
Q4 | $524K | Hold |
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|
2018
Q3 | $651K | Hold |
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|
2018
Q2 | $643K | Hold |
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|
2018
Q1 | $594K | Hold |
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|
2017
Q4 | $613K | Hold |
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|
2017
Q3 | $605K | Hold |
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|
2017
Q2 | $580K | Hold |
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|
2017
Q1 | $576K | Hold |
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|
2016
Q4 | $580K | Hold |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $269K | Buy |
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