Institutional & Family Asset Management’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
2024 Q2	$14.4K	Buy	94 +1	+1%	+$153	﹤0.01%	382
2024 Q1	$14.8K	Hold	93	–	–	﹤0.01%	363
2023 Q4	$14.5K	Buy	93 +1	+1%	+$139	﹤0.01%	347
2023 Q3	$12.5K	Hold	92	–	–	﹤0.01%	350
2023 Q2	$13K	Hold	92	–	–	﹤0.01%	359
2023 Q1	$12.6K	Buy	92 +2	+2%	+$290	﹤0.01%	350
2022 Q4	$12.5K	Buy	90 +8	+10%	+$1.13K	﹤0.01%	352
2022 Q3	$11K	Buy	82 +3	+4%	+$434	﹤0.01%	376
2022 Q2	$11K	Hold	79	–	–	﹤0.01%	376
2022 Q1	$13K	Sell	79 -233	-75%	-$37.1K	﹤0.01%	411
2021 Q4	$52K	Sell	312 -300	-49%	-$50K	0.01%	263
2021 Q3	$98K	Hold	612	–	–	0.02%	244
2021 Q2	$101K	Hold	612	–	–	0.02%	242
2021 Q1	$98K	Buy	612 +233	+61%	+$35.2K	0.02%	273
2020 Q4	$50K	Buy	379 +179	+90%	+$21.1K	0.01%	322
2020 Q3	$20K	Hold	200	–	–	﹤0.01%	400
2020 Q2	$19K	Hold	200	–	–	﹤0.01%	400
2020 Q1	$16K	Hold	200	–	–	﹤0.01%	398
2019 Q4	$26K	Hold	200	–	–	0.01%	399
2019 Q3	$24K	Hold	200	–	–	0.01%	379
2019 Q2	$24K	Hold	200	–	–	0.01%	397
2019 Q1	$24K	Hold	200	–	–	0.01%	407
2018 Q4	$22K	Hold	200	–	–	﹤0.01%	396
2018 Q3	$27K	Hold	200	–	–	0.01%	405
2018 Q2	$26K	Hold	200	–	–	0.01%	406
2018 Q1	$24K	Buy	+200	New	+$25K	0.01%	395