Congress Asset Management’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 Q1	–	Sell	-7,341	Closed	-$1.21M	–	391
2024 Q4	$1.21M	Buy	+7,341	New	+$1.21M	0.01%	307