GeoWealth 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
2025
Q2
$18.8K Sell
119
-466
-80% -$73.5K ﹤0.01% 1068
2025
Q1
$88.3K Hold
585
﹤0.01% 813
2024
Q4
$96K Buy
+585
New +$96K ﹤0.01% 980