IEQ 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 | $8.36M | Sell |
52,970
-2,100
| -4% | -$331K | 0.05% | 289 |
|
|
2025
Q1 | $8.31M | Buy |
55,070
+3,867
| +8% | +$584K | 0.07% | 221 |
|
|
2024
Q4 | $8.41M | Buy |
51,203
+49,839
| +3,654% | +$8.18M | 0.08% | 162 |
|
|
2024
Q3 | $228K | Hold |
1,364
| – | – | ﹤0.01% | 1023 |
|
|
2024
Q2 | $208K | Hold |
1,364
| – | – | ﹤0.01% | 907 |
|
|
2024
Q1 | $217K | Hold |
1,364
| – | – | ﹤0.01% | 863 |
|
|
2023
Q4 | $212K | Sell |
1,364
-411
| -23% | -$63.8K | ﹤0.01% | 828 |
|
|
2023
Q3 | $241K | Buy |
+1,775
| New | +$241K | ﹤0.01% | 788 |
|