Legacy Capital Group California’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
Q2 | $429K | Buy |
2,716
+175
| +7% | +$27.6K | 0.12% | 207 |
|
|
2025
Q1 | $384K | Buy |
2,541
+1
| +0% | +$151 | 0.13% | 193 |
|
|
2024
Q4 | $417K | Buy |
2,540
+27
| +1% | +$4.43K | 0.13% | 199 |
|
|
2024
Q3 | $419K | Buy |
2,513
+173
| +7% | +$28.9K | 0.14% | 189 |
|
|
2024
Q2 | $356K | Buy |
2,340
+230
| +11% | +$35K | 0.13% | 204 |
|
|
2024
Q1 | $335K | Sell |
2,110
-752
| -26% | -$119K | 0.12% | 207 |
|
|
2023
Q4 | $445K | Sell |
2,862
-3,172
| -53% | -$493K | 0.17% | 178 |
|
|
2023
Q3 | $818K | Buy |
6,034
+13
| +0.2% | +$1.76K | 0.35% | 82 |
|
|
2023
Q2 | $848K | Buy |
6,021
+201
| +3% | +$28.3K | 0.35% | 77 |
|
|
2023
Q1 | $797K | Buy |
+5,820
| New | +$797K | 0.39% | 73 |
|