Congress Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Congress Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.61M	Buy
2025 Q1	$5.95M	Buy
2024 Q4	$5.88M	Sell
2024 Q3	$6.15M	Sell
2024 Q2	$12.4M	Buy
2024 Q1	$12M	Sell
2023 Q4	$11.8M	Buy
2023 Q3	$10.2M	Buy