Westwood Holdings Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,895
| Closed | -$263K | – | 544 |
|
|
2022
Q4 | $263K | Buy |
+1,895
| New | +$263K | ﹤0.01% | 472 |
|
|
2022
Q1 | – | Sell |
-5,842
| Closed | -$970K | – | 468 |
|
|
2021
Q4 | $970K | Buy |
+5,842
| New | +$970K | 0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-1,008
| Closed | -$130K | – | 461 |
|
|
2019
Q4 | $130K | Buy |
1,008
+833
| +476% | +$107K | ﹤0.01% | 461 |
|
|
2019
Q3 | $21K | Buy |
+175
| New | +$21K | ﹤0.01% | 468 |
|