Squire Investment Management Company’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 | $1.3M | Hold |
8,216
| – | – | 0.48% | 29 |
|
|
2025
Q1 | $1.24M | Buy |
8,216
+2,510
| +44% | +$379K | 0.52% | 30 |
|
|
2024
Q4 | $937K | Buy |
5,706
+320
| +6% | +$52.5K | 0.41% | 32 |
|
|
2024
Q3 | $898K | Buy |
5,386
+487
| +10% | +$81.2K | 0.43% | 31 |
|
|
2024
Q2 | $746K | Buy |
4,899
+263
| +6% | +$40.1K | 0.42% | 32 |
|
|
2024
Q1 | $736K | Buy |
4,636
+200
| +5% | +$31.8K | 0.46% | 31 |
|
|
2023
Q4 | $689K | Buy |
+4,436
| New | +$689K | 0.56% | 29 |
|