LRI Investments’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 | $120K | Hold |
758
| – | – | 0.01% | 394 |
|
|
2025
Q1 | $114K | Hold |
758
| – | – | 0.01% | 392 |
|
|
2024
Q4 | $124K | Hold |
758
| – | – | 0.01% | 378 |
|
|
2024
Q3 | $132K | Hold |
758
| – | – | 0.01% | 359 |
|
|
2024
Q2 | $115K | Hold |
758
| – | – | 0.01% | 356 |
|
|
2024
Q1 | $120K | Buy |
+758
| New | +$120K | 0.03% | 184 |
|