Icon Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Icon Wealth 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 Q3	$556K	Sell
2025 Q2	$505K	Buy
2025 Q1	$258K	Buy
2024 Q4	$281K	Sell
2024 Q3	$286K	Buy
2024 Q2	$294K	Sell
2024 Q1	$287K	Buy
2023 Q4	$281K	Buy
2022 Q4	$339K	Hold
2022 Q3	$315K	Buy