Fiduciary Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$646K	Buy	4,012 +160	+4%	+$25.8K	0.12%	118
2025 Q1	$524K	Buy	3,852 +65	+2%	+$8.84K	0.11%	120
2024 Q4	$606K	Sell	3,787 -13	-0.3%	-$2.08K	0.13%	101
2024 Q3	$621K	Sell	3,800 -723	-16%	-$118K	0.14%	91
2024 Q2	$764K	Buy	+4,523	New	+$764K	0.18%	75