Epic Trust Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$228K Sell
2023
Q4
$348K Sell
2023
Q3
$479K Sell
2023
Q2
$511K Sell
2023
Q1
$528K Sell
2022
Q4
$538K Sell
2022
Q3
$578K Sell
2022
Q2
$699K Buy