Jeppson Wealth Management’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
2023 Q1	–	Sell	-1,547	Closed	-$215K	–	204
2022 Q4	$215K	Sell	1,547 -648	-30%	-$89.9K	0.09%	184
2022 Q3	$283K	Sell	2,195 -64	-3%	-$8.25K	0.13%	146
2022 Q2	$308K	Buy	+2,259	New	+$308K	0.13%	139