Bradley Foster & Sargent’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
$233K Buy
2024
Q1
Sell
2023
Q4
$297K Buy
2023
Q3
$213K Hold
2023
Q2
$213K Hold
2023
Q1
$207K Sell
2022
Q4
$213K Buy