3Chopt Investment Partners’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	$76.5K	Sell	485 -333	-41%	-$52.5K	0.02%	219
2025 Q1	$124K	Buy	+818	New	+$124K	0.03%	211
2023 Q2	–	Sell	-1,805	Closed	-$247K	–	141
2023 Q1	$247K	Sell	1,805 -394	-18%	-$54K	0.13%	129
2022 Q4	$305K	Buy	+2,199	New	+$305K	0.17%	110