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

Copia Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$150K Sell
948
-107
-10% -$16.9K 0.13% 104
2025
Q1 		$159K Sell
1,055
-240
-19% -$36.2K 0.15% 100
2024
Q4 		$213K Buy
+1,295
New +$213K 0.2% 78