FGA
IWN icon

Fortis Group Advisors’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
$1.9M Sell
11,837
-8,358
-41% -$1.34M 0.34% 71
2025
Q1
$3.05M Sell
20,195
-522
-3% -$78.8K 0.59% 51
2024
Q4
$3.4M Buy
20,717
+267
+1% +$43.8K 0.63% 48
2024
Q3
$3.41M Buy
+20,450
New +$3.41M 0.63% 47
2020
Q3
$297K Buy
+3,000
New +$297K 0.06% 141