Westside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
940
+35
| +4% | +$5.52K | 0.03% | 287 |
|
|
2025
Q1 | $137K | Buy |
905
+66
| +8% | +$9.97K | 0.03% | 275 |
|
|
2024
Q4 | $138K | Hold |
839
| – | – | 0.03% | 270 |
|
|
2024
Q3 | $140K | Buy |
839
+34
| +4% | +$5.67K | 0.03% | 277 |
|
|
2024
Q2 | $123K | Buy |
805
+245
| +44% | +$37.3K | 0.03% | 282 |
|
|
2024
Q1 | $88.9K | Buy |
560
+25
| +5% | +$3.97K | 0.02% | 312 |
|
|
2023
Q4 | $83.1K | Hold |
535
| – | – | 0.02% | 302 |
|
|
2023
Q3 | $72.5K | Hold |
535
| – | – | 0.02% | 301 |
|
|
2023
Q2 | $75.3K | Buy |
535
+120
| +29% | +$16.9K | 0.02% | 302 |
|
|
2023
Q1 | $56.9K | Buy |
415
+180
| +77% | +$24.7K | 0.02% | 345 |
|
|
2022
Q4 | $32 | Buy |
235
+200
| +571% | +$27 | ﹤0.01% | 464 |
|
|
2022
Q3 | $4 | Buy |
+35
| New | +$4 | ﹤0.01% | 704 |
|
|
2019
Q2 | $73 | Buy |
+607
| New | +$73 | ﹤0.01% | 279 |
|
|
2018
Q4 | $65.3K | Sell |
607
-2,319
| -79% | -$249K | 0.02% | 261 |
|
|
2018
Q3 | $440K | Buy |
2,926
+2,319
| +382% | +$349K | 0.14% | 95 |
|
|
2018
Q2 | $80.6K | Hold |
607
| – | – | 0.03% | 249 |
|
|
2018
Q1 | $72.5K | Hold |
607
| – | – | 0.04% | 248 |
|
|
2017
Q4 | $77.5K | Hold |
607
| – | – | 0.04% | 241 |
|
|
2017
Q3 | $75.8K | Hold |
607
| – | – | 0.05% | 232 |
|
|
2017
Q2 | $71.4K | Hold |
607
| – | – | 0.05% | 231 |
|
|
2017
Q1 | $70.1K | Sell |
607
-1,989
| -77% | -$230K | 0.03% | 230 |
|
|
2016
Q4 | $311K | Buy |
+2,596
| New | +$311K | 0.21% | 72 |
|