Hart & Patterson Financial Group’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 Q4	$266K	Sell	1,621 -36	-2%	-$5.91K	0.13%	64
2024 Q3	$276K	Sell	1,657 -194	-10%	-$32.4K	0.13%	61
2024 Q2	$282K	Sell	1,851 -49	-3%	-$7.46K	0.14%	55
2024 Q1	$302K	Sell	1,900 -11	-0.6%	-$1.75K	0.15%	54
2023 Q4	$297K	Buy	+1,911	New	+$297K	0.15%	51