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KDK Private Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Sell
3,331
-89
-3% -$14K 0.56% 30
2025
Q1
$516K Sell
3,420
-106
-3% -$16K 0.59% 30
2024
Q4
$579K Buy
+3,526
New +$579K 0.6% 31