Steel Grove Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $455K | Sell |
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|
2025
Q2 | $929K | Buy |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $473K | Hold |
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|
2024
Q3 | $480K | Hold |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $1.47M | Hold |
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|
2023
Q1 | $1.43M | Hold |
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|
2022
Q4 | $1.45M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $448K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $213K | Sell |
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|
2015
Q1 | $1.58M | Buy |
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|
2014
Q3 | $4.83M | Buy |
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|
2014
Q2 | $3.55M | Buy |
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|
2014
Q1 | $239K | Sell |
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|
2013
Q4 | $970K | Sell |
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|
2013
Q3 | $1.31M | Sell |
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|
2013
Q2 | $1.52M | Buy |
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