Regency Capital Management’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 | $316K | Hold |
2,000
| – | – | 0.17% | 50 |
|
2025
Q1 | $302K | Hold |
2,000
| – | – | 0.18% | 38 |
|
2024
Q4 | $328K | Hold |
2,000
| – | – | 0.18% | 42 |
|
2024
Q3 | $334K | Hold |
2,000
| – | – | 0.18% | 43 |
|
2024
Q2 | $305K | Hold |
2,000
| – | – | 0.2% | 42 |
|
2024
Q1 | $318K | Hold |
2,000
| – | – | 0.2% | 45 |
|
2023
Q4 | $311K | Hold |
2,000
| – | – | 0.21% | 47 |
|
2023
Q3 | $271K | Hold |
2,000
| – | – | 0.23% | 40 |
|
2023
Q2 | $282K | Buy |
+2,000
| New | +$282K | 0.24% | 36 |
|