Jordan Park Group’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
Q3 | $978K | Hold |
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|
2025
Q2 | $873K | Buy |
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|
2025
Q1 | $826K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $5.55M | Sell |
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|
2022
Q4 | $6.02M | Sell |
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|
2022
Q3 | $6.81M | Sell |
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|
2022
Q2 | $7.78M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $10M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.79M | Sell |
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|
2020
Q2 | $6.77M | Sell |
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|
2020
Q1 | $6.03M | Buy |
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|
2019
Q4 | $7.71M | Buy |
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|
2019
Q3 | $6.73M | Buy |
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|
2019
Q2 | $5.63M | Buy |
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|
2019
Q1 | $5.26M | Sell |
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|
2018
Q4 | $5.07M | Buy |
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|
2018
Q3 | $6.28M | Sell |
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|
2018
Q2 | $6.33M | Sell |
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|
2018
Q1 | $6.11M | Buy |
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|
2017
Q4 | $5.71M | Buy |
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