Bragg Financial Advisors’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
2024 Q3	–	Sell	-1,581	Closed	-$241K	–	325
2024 Q2	$241K	Hold	1,581	–	–	0.01%	299
2024 Q1	$251K	Hold	1,581	–	–	0.01%	302
2023 Q4	$246K	Sell	1,581 -3,920	-71%	-$543K	0.01%	298
2023 Q3	$746K	Sell	5,501 -56	-1%	-$8.03K	0.04%	215
2023 Q2	$782K	Sell	5,557 -1,524	-22%	-$206K	0.04%	213
2023 Q1	$970K	Sell	7,081 -250	-3%	-$36.2K	0.06%	201
2022 Q4	$1.02M	Buy	7,331 +4,306	+142%	+$608K	0.06%	194
2022 Q3	$390K	Buy	+3,025	New	+$437K	0.03%	237
2016 Q3	–	Sell	-13,770	Closed	-$1.34M	–	252
2016 Q2	$1.34M	Sell	13,770 -55	-0.4%	-$5.24K	0.24%	138
2016 Q1	$1.29M	Buy	13,825 +725	+6%	+$62.9K	0.25%	135
2015 Q4	$1.2M	Buy	+13,100	New	+$1.24M	0.26%	122