Linden Thomas Advisory Services’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 |
-3,717
| Closed | -$610K | – | 465 |
|
2024
Q4 | $610K | Buy |
+3,717
| New | +$610K | 0.08% | 354 |
|
2024
Q1 | – | Sell |
-2,065
| Closed | -$321K | – | 464 |
|
2023
Q4 | $321K | Buy |
+2,065
| New | +$321K | 0.06% | 366 |
|
2023
Q1 | – | Sell |
-5,190
| Closed | -$720K | – | 331 |
|
2022
Q4 | $720K | Buy |
+5,190
| New | +$720K | 0.2% | 202 |
|