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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$462K Buy
2,783
+42
+2% +$6.97K 0.03% 384
2025
Q1
$400K Sell
2,741
-126
-4% -$18.4K 0.03% 395
2024
Q4
$458K Buy
2,867
+1,452
+103% +$232K 0.04% 361
2024
Q3
$234K Buy
+1,415
New +$234K 0.02% 432