Marquette Associates’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 |
-12,874
| Closed | -$2.11M | – | 42 |
|
|
2024
Q4 | $2.11M | Buy |
12,874
+67
| +0.5% | +$11K | 1.75% | 15 |
|
|
2024
Q3 | $2.14M | Buy |
12,807
+66
| +0.5% | +$11K | 1.54% | 16 |
|
|
2024
Q2 | $1.94M | Buy |
12,741
+57
| +0.4% | +$8.68K | 1.46% | 16 |
|
|
2024
Q1 | $2.01M | Buy |
12,684
+5,200
| +69% | +$826K | 1.42% | 17 |
|
|
2023
Q4 | $1.96M | Buy |
+7,484
| New | +$1.96M | 1.97% | 13 |
|