Verum Partners’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 | $264K | Buy |
1,672
+7
| +0.4% | +$1.1K | 0.06% | 144 |
|
|
2025
Q1 | $251K | Buy |
1,665
+4
| +0.2% | +$604 | 0.07% | 138 |
|
|
2024
Q4 | $273K | Buy |
1,661
+5
| +0.3% | +$821 | 0.08% | 133 |
|
|
2024
Q3 | $276K | Sell |
1,656
-78
| -4% | -$13K | 0.08% | 130 |
|
|
2024
Q2 | $264K | Sell |
1,734
-676
| -28% | -$103K | 0.09% | 128 |
|
|
2024
Q1 | $383K | Sell |
2,410
-734
| -23% | -$117K | 0.14% | 96 |
|
|
2023
Q4 | $488K | Sell |
3,144
-200
| -6% | -$31.1K | 0.19% | 80 |
|
|
2023
Q3 | $453K | Buy |
+3,344
| New | +$453K | 0.2% | 78 |
|