FMA Wealth Management’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
2024
Q3
Sell
-17,649
Closed -$2.69M 47
2024
Q2
$2.69M Sell
17,649
-1
-0% -$152 2.17% 15
2024
Q1
$2.8M Buy
17,650
+21
+0.1% +$3.34K 2.32% 14
2023
Q4
$2.74M Buy
+17,629
New +$2.74M 2.5% 13