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Compass Planning Associates’s iShares Russell 2000 Value ETF IWN Stock Holding History

Compass Planning Associates’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.1K Hold
89
– – 0.01% 87
2025
Q1 		$13.4K Hold
89
– – 0.01% 91
2024
Q4 		$14.5K Buy
+89
New +$14.5K 0.01% 92