ClientFirst Wealth Management’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
Q2
$304K Sell
2025
Q1
$367K Sell
2024
Q4
$399K Buy
2023
Q3
$205K Sell
2023
Q2
$292K Hold
2023
Q1
$273K Buy
2022
Q4
$212K Sell
2022
Q3
$551K Buy
2022
Q2
$425K Buy
2022
Q1
$278K Hold
2021
Q4
$279K Buy