Pinnacle Associates’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 | $739K | Sell |
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|
2025
Q2 | $701K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $704K | Sell |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $866K | Sell |
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|
2022
Q2 | $919K | Sell |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.79M | Sell |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $924K | Hold |
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|
2020
Q2 | $907K | Buy |
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|
2020
Q1 | $472K | Buy |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $203K | Hold |
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|
2019
Q2 | $205K | Hold |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $313K | Buy |
|