Atticus Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-713	Closed	-$112K	–	416
2025 Q2	$112K	Buy	713 +3	+0.4%	+$447	0.03%	231
2025 Q1	$107K	Sell	710 -10	-1%	-$1.61K	0.04%	154
2024 Q4	$118K	Buy	720 +3	+0.4%	+$512	0.04%	154
2024 Q3	$120K	Buy	717 +4	+0.6%	+$650	0.04%	158
2024 Q2	$109K	Sell	713 -2	-0.3%	-$306	0.04%	156
2024 Q1	$114K	Sell	715 -7	-1%	-$1.06K	0.04%	153
2023 Q4	$112K	Buy	722 +8	+1%	+$1.11K	0.04%	153
2023 Q3	$96.7K	Hold	714	–	–	0.04%	179
2023 Q2	$100K	Sell	714 -25	-3%	-$3.38K	0.04%	175
2023 Q1	$101K	Buy	739 +4	+0.5%	+$580	0.04%	171
2022 Q4	$102K	Buy	+735	New	+$104K	0.04%	177
2022 Q3	–	Sell	-726	Closed	-$99K	–	592
2022 Q2	$99K	Buy	726 +3	+0.4%	+$446	0.04%	182
2022 Q1	$117K	Buy	723 +2	+0.3%	+$319	0.04%	188
2021 Q4	$120K	Buy	721 +7	+1%	+$1.17K	0.05%	155
2021 Q3	$114K	Hold	714	–	–	0.05%	147
2021 Q2	$118K	Buy	714 +3	+0.4%	+$495	0.05%	151
2021 Q1	$113K	Hold	711	–	–	0.05%	145
2020 Q4	$94K	Buy	711 +59	+9%	+$6.96K	0.05%	159
2020 Q3	$65K	Buy	652 +4	+0.6%	+$406	0.04%	162
2020 Q2	$63K	Buy	648 +7	+1%	+$637	0.04%	162
2020 Q1	$53K	Hold	641	–	–	0.04%	166
2019 Q4	$82K	Buy	+641	New	+$79.3K	0.05%	145