Medallion Wealth Advisors, LLC’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
$5.12K Hold
2025
Q4
$4.89K Hold
2025
Q3
$4.77K Hold
2025
Q2
$4.35K Buy
2025
Q1
$3.62K Hold
2024
Q4
$3.94K Buy