Systematic Financial Management’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
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $6.94M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $939K | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $426K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $149K | Sell |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q2 | $138K | Sell |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $729K | Buy |
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|
2019
Q1 | $219K | Sell |
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|
2018
Q4 | $6.11M | Buy |
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|
2018
Q3 | $428K | Buy |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $127K | Sell |
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|
2017
Q4 | $480K | Buy |
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|
2017
Q3 | $40K | Sell |
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|
2017
Q2 | $207K | Buy |
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|
2017
Q1 | $133K | Sell |
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|
2016
Q4 | $278K | Buy |
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|
2016
Q3 | $17K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $347K | Buy |
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|
2015
Q3 | $317K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $315K | Buy |
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|
2014
Q3 | $105K | Buy |
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