Waycross Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,894
| Closed | -$618K | – | 55 |
|
|
2024
Q1 | $618K | Sell |
3,894
-164
| -4% | -$26K | 0.58% | 46 |
|
|
2023
Q4 | $630K | Sell |
4,058
-86
| -2% | -$13.4K | 0.69% | 36 |
|
|
2023
Q3 | $562K | Hold |
4,144
| – | – | 0.65% | 34 |
|
|
2023
Q2 | $583K | Sell |
4,144
-22
| -0.5% | -$3.1K | 0.61% | 37 |
|
|
2023
Q1 | $571K | Sell |
4,166
-45
| -1% | -$6.17K | 0.57% | 42 |
|
|
2022
Q4 | $584K | Buy |
+4,211
| New | +$584K | 0.59% | 44 |
|