Sage 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 | $469K | Buy |
2,976
+15
| +0.5% | +$2.37K | 0.23% | 85 |
|
|
2025
Q1 | $447K | Buy |
2,961
+8
| +0.3% | +$1.21K | 0.24% | 88 |
|
|
2024
Q4 | $485K | Sell |
2,953
-516
| -15% | -$84.7K | 0.24% | 90 |
|
|
2024
Q3 | $579K | Sell |
3,469
-918
| -21% | -$153K | 0.28% | 80 |
|
|
2024
Q2 | $668K | Buy |
4,387
+20
| +0.5% | +$3.05K | 0.35% | 68 |
|
|
2024
Q1 | $693K | Buy |
4,367
+17
| +0.4% | +$2.7K | 0.38% | 64 |
|
|
2023
Q4 | $676K | Buy |
+4,350
| New | +$676K | 0.4% | 64 |
|