Axxcess Wealth 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
2024 Q2	–	Sell	-1,677	Closed	-$266K	–	903
2024 Q1	$266K	Sell	1,677 -1,349	-45%	-$214K	0.01%	702
2023 Q4	$470K	Buy	3,026 +1,394	+85%	+$217K	0.01%	532
2023 Q3	$221K	Buy	+1,632	New	+$221K	0.01%	701