Bridge Advisory’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
Q3
$1.08M Buy
6,495
+33
+0.5% +$5.51K 0.52% 53
2024
Q2
$984K Sell
6,462
-269
-4% -$41K 0.48% 52
2024
Q1
$1.07M Buy
6,731
+24
+0.4% +$3.81K 0.53% 50
2023
Q4
$1.04M Sell
6,707
-672
-9% -$104K 0.52% 51
2023
Q3
$1M Buy
+7,379
New +$1M 0.35% 64