Principal Securities’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 | $398K | Sell |
2,520
-208
| -8% | -$32.8K | 0.01% | 953 |
|
|
2025
Q1 | $448K | Hold |
2,728
| – | – | 0.01% | 819 |
|
|
2024
Q4 | $448K | Buy |
2,728
+531
| +24% | +$87.2K | 0.01% | 815 |
|
|
2024
Q3 | $367K | Buy |
2,197
+26
| +1% | +$4.34K | 0.01% | 864 |
|
|
2024
Q2 | $331K | Sell |
2,171
-94
| -4% | -$14.3K | 0.01% | 848 |
|
|
2024
Q1 | $360K | Buy |
2,265
+387
| +21% | +$61.5K | 0.01% | 793 |
|
|
2023
Q4 | $292K | Buy |
+1,878
| New | +$292K | 0.01% | 796 |
|