Kennedy Capital Management’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
Q1
Sell
-1,794
Closed -$295K 673
2024
Q4
$295K Buy
+1,794
New +$295K 0.01% 650
2023
Q4
Sell
-1,477
Closed -$200K 698
2023
Q3
$200K Buy
+1,477
New +$200K ﹤0.01% 655
2023
Q1
Sell
-2,239
Closed -$310K 629
2022
Q4
$310K Buy
+2,239
New +$310K 0.01% 583
2017
Q4
Sell
-28,791
Closed -$3.57M 760
2017
Q3
$3.57M Buy
+28,791
New +$3.57M 0.06% 523