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

Destination Wealth 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	$275K	Buy
2025 Q2	$205K	Buy
2025 Q1	–	Sell
2024 Q4	$212K	Buy
2019 Q2	–	Sell
2019 Q1	$13K	Buy
2018 Q4	–	Sell
2018 Q3	$15K	Buy