NorthRock Partners’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 | $714K | Buy |
4,527
+1,781
| +65% | +$281K | 0.02% | 310 |
|
|
2025
Q1 | $415K | Sell |
2,746
-344
| -11% | -$51.9K | 0.01% | 393 |
|
|
2024
Q4 | $507K | Buy |
3,090
+103
| +3% | +$16.9K | 0.02% | 352 |
|
|
2024
Q3 | $498K | Hold |
2,987
| – | – | 0.02% | 366 |
|
|
2024
Q2 | $455K | Hold |
2,987
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $474K | Hold |
2,987
| – | – | 0.02% | 363 |
|
|
2023
Q4 | $464K | Buy |
+2,987
| New | +$464K | 0.02% | 339 |
|