Westend Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6
| Closed | -$906 | – | 238 |
|
2025
Q1 | $906 | Hold |
6
| – | – | ﹤0.01% | 203 |
|
2024
Q4 | $985 | Hold |
6
| – | – | ﹤0.01% | 207 |
|
2024
Q3 | $1K | Sell |
6
-121
| -95% | -$20.2K | ﹤0.01% | 227 |
|
2024
Q2 | $19.2K | Sell |
127
-15
| -11% | -$2.26K | 0.01% | 88 |
|
2024
Q1 | $22.6K | Buy |
+142
| New | +$22.6K | 0.01% | 93 |
|