Investment Advisory Group’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	$380K	Buy	2,003 +18	+0.9%	+$3.48K	0.1%	133
2025 Q4	$360K	Buy	1,985 +690	+53%	+$124K	0.09%	134
2025 Q3	$229K	Sell	1,295 -8	-0.6%	-$1.35K	0.06%	173
2025 Q2	$206K	Buy	+1,303	New	+$194K	0.06%	170
2023 Q3	–	Sell	-1,865	Closed	-$263K	–	150
2023 Q2	$263K	Sell	1,865 -865	-32%	-$117K	0.13%	113
2023 Q1	$374K	Sell	2,730 -134	-5%	-$19.4K	0.22%	83
2022 Q4	$397K	Sell	2,864 -89	-3%	-$12.6K	0.24%	81
2022 Q3	$381K	Sell	2,953 -22	-0.7%	-$3.18K	0.26%	73
2022 Q2	$403K	Sell	2,975 -545	-15%	-$81.1K	0.27%	71
2022 Q1	$567K	Buy	3,520 +1	+0%	+$159	0.34%	58
2021 Q4	$554K	Buy	+3,519	New	+$586K	0.35%	55