Sanders Morris Harris’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 | – | Sell |
-31,702
| Closed | -$4.79M | – | 229 |
|
|
2025
Q1 | $4.79M | Buy |
31,702
+147
| +0.5% | +$22.2K | 0.74% | 21 |
|
|
2024
Q4 | $5.18M | Buy |
+31,555
| New | +$5.18M | 0.77% | 23 |
|
|
2024
Q3 | – | Sell |
-38,183
| Closed | -$5.82M | – | 296 |
|
|
2024
Q2 | $5.82M | Buy |
+38,183
| New | +$5.82M | 0.95% | 19 |
|
|
2016
Q2 | – | Sell |
-4,181
| Closed | -$390K | – | 289 |
|
|
2016
Q1 | $390K | Buy |
+4,181
| New | +$390K | 0.07% | 216 |
|