Opus Capital Group’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
Q3 | $834K | Hold |
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|
2025
Q2 | $744K | Buy |
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|
2025
Q1 | $712K | Hold |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $747K | Hold |
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|
2024
Q2 | $682K | Buy |
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|
2024
Q1 | $711K | Hold |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $633K | Hold |
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|
2023
Q2 | $658K | Hold |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $763K | Buy |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $883K | Buy |
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|
2021
Q4 | $900K | Buy |
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|
2021
Q3 | $863K | Buy |
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|
2021
Q2 | $878K | Buy |
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|
2021
Q1 | $843K | Hold |
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|
2020
Q4 | $697K | Buy |
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|
2020
Q3 | $500K | Buy |
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|
2020
Q2 | $486K | Sell |
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|
2020
Q1 | $411K | Buy |
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|
2019
Q4 | $427K | Sell |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $398K | Hold |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $674K | Sell |
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|
2018
Q2 | $672K | Buy |
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|
2018
Q1 | $600K | Buy |
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|
2017
Q4 | $586K | Buy |
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|
2017
Q3 | $563K | Buy |
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|
2017
Q2 | $510K | Buy |
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|
2017
Q1 | $503K | Sell |
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|
2016
Q4 | $561K | Buy |
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|
2016
Q3 | $492K | Buy |
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|
2016
Q2 | $456K | Sell |
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|
2016
Q1 | $864K | Sell |
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|
2015
Q4 | $1.85M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.31M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $941K | Buy |
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