Carbahal Olsen Financial Services Group’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
2025
Q2
$814K Sell
5,159
-7
-0.1% -$1.1K 0.69% 13
2025
Q1
$780K Buy
5,166
+18
+0.3% +$2.72K 0.74% 12
2024
Q4
$845K Buy
+5,148
New +$845K 0.78% 13