Close Asset Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Close Asset Management’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40K	Sell
2025 Q2	$59K	Buy
2025 Q1	$23K	Hold
2024 Q4	$25K	Hold
2024 Q3	$25K	Buy