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Essential Planning’s iShares Russell 2000 Value ETF IWN Stock Holding History

Essential Planning’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,470
Closed -$755K – 193
2024
Q4 		$755K Buy
+4,470
New +$755K ﹤0.01% 243