Callan Family Office’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
2023
Q2
Sell
-2,752
Closed -$377K 135
2023
Q1
$377K Hold
2,752
0.09% 116
2022
Q4
$382K Buy
+2,752
New +$382K 0.12% 69