MV Capital Management’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
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.66M | Hold |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $767K | Sell |
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|
2021
Q3 | $835K | Hold |
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|
2021
Q2 | $864K | Buy |
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|
2021
Q1 | $738K | Buy |
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|
2020
Q4 | $584K | Buy |
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|
2020
Q3 | $416K | Hold |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $2.43M | Hold |
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|
2019
Q3 | $2.25M | Sell |
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|
2019
Q2 | $2.3M | Sell |
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|
2019
Q1 | $3.23M | Sell |
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|
2018
Q4 | $3M | Buy |
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|
2018
Q3 | $3.69M | Sell |
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|
2018
Q2 | $3.7M | Sell |
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|
2018
Q1 | $3.43M | Sell |
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|
2017
Q4 | $3.71M | Sell |
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|
2017
Q3 | $3.81M | Sell |
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|
2017
Q2 | $3.98M | Sell |
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|
2017
Q1 | $4.26M | Buy |
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|
2016
Q4 | $4.02M | Buy |
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|
2016
Q3 | $3.33M | Buy |
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|
2016
Q2 | $3M | Sell |
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|
2016
Q1 | $2.94M | Sell |
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|
2015
Q4 | $3.77M | Buy |
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|
2015
Q3 | $3.48M | Buy |
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|
2015
Q2 | $3.9M | Buy |
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|
2015
Q1 | $3.75M | Sell |
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|
2014
Q4 | $3.69M | Buy |
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