Fortis Group Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Fortis Group Advisors’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.9M	Sell
2025 Q1	$3.05M	Sell
2024 Q4	$3.4M	Buy
2024 Q3	$3.41M	Buy
2020 Q3	$297K	Buy