Tortoise Investment 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 | $90.4K | Hold |
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|
2025
Q1 | $86.5K | Sell |
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|
2024
Q4 | $105K | Hold |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $97K | Buy |
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|
2024
Q1 | $76.4K | Sell |
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|
2023
Q4 | $85.4K | Hold |
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|
2023
Q3 | $74.6K | Hold |
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|
2023
Q2 | $77.4K | Hold |
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|
2023
Q1 | $75.4K | Hold |
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|
2022
Q4 | $76.3K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $89K | Hold |
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|
2021
Q4 | $91K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $91K | Buy |
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|
2021
Q1 | $77K | Hold |
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|
2020
Q4 | $63K | Hold |
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|
2020
Q3 | $48K | Buy |
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|
2020
Q2 | $43K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $53K | Hold |
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|
2019
Q2 | $53K | Hold |
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|
2019
Q1 | $53K | Hold |
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|
2018
Q4 | $48K | Hold |
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|
2018
Q3 | $59K | Hold |
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|
2018
Q2 | $58K | Hold |
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|
2018
Q1 | $54K | Hold |
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|
2017
Q4 | $56K | Hold |
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|
2017
Q3 | $55K | Hold |
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|
2017
Q2 | $53K | Hold |
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|
2017
Q1 | $52K | Hold |
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|
2016
Q4 | $53K | Hold |
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|
2016
Q3 | $46K | Hold |
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|
2016
Q2 | $43K | Buy |
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