FourThought Financial Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Buy	1,438 +191	+15%	+$37K	0.02%	287
2025 Q4	$226K	Buy	+1,247	New	+$224K	0.02%	417
2025 Q1	–	Sell	-1,261	Closed	-$207K	–	327
2024 Q4	$207K	Sell	1,261 -178	-12%	-$30.4K	0.02%	304
2024 Q3	$240K	Sell	1,439 -32	-2%	-$5.2K	0.03%	165
2024 Q2	$224K	Sell	1,471 -306	-17%	-$46.8K	0.03%	170
2024 Q1	$282K	Sell	1,777 -212	-11%	-$32.1K	0.03%	258
2023 Q4	$309K	Buy	1,989 +66	+3%	+$9.14K	0.04%	240
2023 Q3	$261K	Buy	1,923 +1	+0.1%	+$143	0.04%	257
2023 Q2	$271K	Sell	1,922 -407	-17%	-$55K	0.04%	267
2023 Q1	$319K	Sell	2,329 -425	-15%	-$61.6K	0.04%	240
2022 Q4	$382K	Buy	+2,754	New	+$389K	0.06%	222