Ballentine Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Ballentine Partners’s Portfolio IWN Stock Details IWN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Buy
2022 Q1	–	Sell
2021 Q4	$946K	Buy
2017 Q4	–	Sell
2017 Q3	$118K	Hold
2017 Q2	$115K	Buy
2017 Q1	–	Sell
2016 Q4	$111K	Hold
2016 Q3	$98K	Sell
2016 Q2	$106K	Hold
2016 Q1	$101K	Buy