Klingman & Associates’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 | $2.29M | Hold |
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|
2025
Q2 | $2.04M | Hold |
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|
2025
Q1 | $1.95M | Hold |
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|
2024
Q4 | $2.12M | Hold |
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|
2024
Q3 | $2.16M | Hold |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $2.01M | Hold |
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|
2023
Q4 | $1.97M | Hold |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.77M | Hold |
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|
2023
Q1 | $1.72M | Buy |
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|
2022
Q4 | $1.74M | Hold |
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|
2022
Q3 | $1.61M | Hold |
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|
2022
Q2 | $1.7M | Hold |
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|
2022
Q1 | $2.02M | Hold |
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|
2021
Q4 | $2.08M | Hold |
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|
2021
Q3 | $2M | Hold |
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|
2021
Q2 | $2.08M | Hold |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.63M | Hold |
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|
2020
Q3 | $1.23M | Hold |
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|
2020
Q2 | $1.21M | Buy |
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