KCM
Kanawha Capital Management’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,906
-50
| -3% | -$7.89K | 0.02% | 180 |
|
|
2025
Q1 | $295K | Buy |
1,956
+706
| +56% | +$107K | 0.02% | 181 |
|
|
2024
Q4 | $205K | Buy |
+1,250
| New | +$205K | 0.02% | 208 |
|
|
2024
Q3 | – | Sell |
-1,350
| Closed | -$206K | – | 233 |
|
|
2024
Q2 | $206K | Buy |
1,350
+85
| +7% | +$12.9K | 0.02% | 225 |
|
|
2024
Q1 | $201K | Sell |
1,265
-85
| -6% | -$13.5K | 0.02% | 216 |
|
|
2023
Q4 | $210K | Buy |
+1,350
| New | +$210K | 0.02% | 200 |
|
|
2023
Q3 | – | Sell |
-1,445
| Closed | -$203K | – | 207 |
|
|
2023
Q2 | $203K | Buy |
+1,445
| New | +$203K | 0.02% | 207 |
|
|
2023
Q1 | – | Sell |
-1,445
| Closed | -$200K | – | 208 |
|
|
2022
Q4 | $200K | Buy |
+1,445
| New | +$200K | 0.02% | 205 |
|
|
2022
Q2 | – | Sell |
-1,455
| Closed | -$235K | – | 198 |
|
|
2022
Q1 | $235K | Hold |
1,455
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $242K | Sell |
1,455
-10
| -0.7% | -$1.66K | 0.02% | 193 |
|
|
2021
Q3 | $235K | Sell |
1,465
-10
| -0.7% | -$1.6K | 0.02% | 194 |
|
|
2021
Q2 | $245K | Buy |
1,475
+25
| +2% | +$4.15K | 0.02% | 195 |
|
|
2021
Q1 | $231K | Buy |
+1,450
| New | +$231K | 0.02% | 194 |
|
|
2019
Q1 | – | Sell |
-1,940
| Closed | -$209K | – | 169 |
|
|
2018
Q4 | $209K | Sell |
1,940
-100
| -5% | -$10.8K | 0.03% | 160 |
|
|
2018
Q3 | $271K | Buy |
2,040
+300
| +17% | +$39.9K | 0.04% | 153 |
|
|
2018
Q2 | $230K | Buy |
+1,740
| New | +$230K | 0.03% | 162 |
|