KMG Fiduciary Partners’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
-1,234
Closed -$203K 287
2024
Q4
$203K Hold
1,234
0.02% 268
2024
Q3
$206K Buy
+1,234
New +$206K 0.02% 266