Kingswood Wealth Advisors’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
2025
Q1
Sell
-1,291
Closed -$212K 778
2024
Q4
$212K Buy
+1,291
New +$212K 0.02% 719