James Investment Research’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 | $826K | Hold |
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|
2025
Q1 | $790K | Sell |
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|
2024
Q4 | $892K | Sell |
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|
2024
Q3 | $931K | Hold |
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|
2024
Q2 | $850K | Buy |
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|
2024
Q1 | $876K | Sell |
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|
2023
Q4 | $1.22M | Sell |
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|
2023
Q3 | $1.07M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $3.99M | Sell |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $7.83M | Sell |
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|
2021
Q3 | $11.5M | Sell |
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|
2021
Q2 | $24.2M | Buy |
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|
2021
Q1 | $23M | Buy |
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|
2020
Q4 | $18.2M | Buy |
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|
2020
Q3 | $891K | Sell |
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|
2020
Q2 | $5.98M | Buy |
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|
2020
Q1 | $146K | Sell |
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|
2019
Q4 | $18.3M | Buy |
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|
2019
Q3 | $8.34M | Buy |
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|
2019
Q2 | $6.27M | Sell |
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|
2019
Q1 | $6.68M | Sell |
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|
2018
Q4 | $13.5M | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $427K | Buy |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $10.4M | Buy |
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|
2017
Q3 | $639K | Sell |
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|
2017
Q2 | $1.18M | Sell |
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|
2017
Q1 | $29M | Sell |
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|
2016
Q4 | $42.8M | Buy |
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|
2016
Q3 | $26.8M | Buy |
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|
2016
Q2 | $4.49M | Sell |
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|
2016
Q1 | $29.9M | Sell |
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|
2015
Q4 | $39.1M | Buy |
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