Waldron Private Wealth’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 | $34.6M | Sell |
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|
2025
Q1 | $33.5M | Sell |
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|
2024
Q4 | $38.2M | Sell |
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|
2024
Q3 | $39.4M | Sell |
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|
2024
Q2 | $37.1M | Sell |
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|
2024
Q1 | $39.3M | Sell |
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|
2023
Q4 | $44.1M | Buy |
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|
2023
Q3 | $17.8M | Sell |
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|
2023
Q2 | $20.4M | Sell |
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|
2023
Q1 | $23.8M | Buy |
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|
2022
Q4 | $20.4M | Hold |
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|
2022
Q3 | $20.4M | Buy |
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|
2022
Q2 | $21.4M | Sell |
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|
2022
Q1 | $27M | Sell |
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|
2021
Q4 | $27.9M | Sell |
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|
2021
Q3 | $28.7M | Sell |
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|
2021
Q2 | $30.8M | Sell |
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|
2021
Q1 | $30.1M | Sell |
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|
2020
Q4 | $26.7M | Sell |
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|
2020
Q3 | $21.2M | Buy |
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|
2020
Q2 | $20.2M | Buy |
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|
2020
Q1 | $14.2M | Buy |
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|
2019
Q4 | $18.9M | Buy |
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|
2019
Q3 | $17M | Sell |
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|
2019
Q2 | $21.3M | Buy |
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|
2019
Q1 | $20.9M | Buy |
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|
2018
Q4 | $14.5M | Buy |
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|
2018
Q3 | $8.73M | Buy |
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|
2018
Q2 | $7.82M | Buy |
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|
2018
Q1 | $6.97M | Buy |
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|
2017
Q4 | $7.05M | Buy |
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|
2017
Q3 | $6.9M | Hold |
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|
2017
Q2 | $6.61M | Buy |
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|
2017
Q1 | $6.14M | Buy |
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|
2016
Q4 | $4.59M | Sell |
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|
2016
Q3 | $4.27M | Buy |
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|
2016
Q2 | $3.97M | Sell |
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|
2016
Q1 | $3.97M | Sell |
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|
2015
Q4 | $5.27M | Buy |
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|
2015
Q3 | $3.94M | Sell |
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|
2015
Q2 | $5.33M | Buy |
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|
2015
Q1 | $4.79M | Buy |
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|
2014
Q4 | $4.5M | Sell |
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|
2014
Q3 | $4.16M | Buy |
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|
2014
Q2 | $4.54M | Sell |
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|
2014
Q1 | $4.61M | Sell |
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|
2013
Q4 | $4.82M | Buy |
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