Lake Street Advisors Group’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
2024
Q4
$277K Hold
1,688
0.01% 476
2024
Q3
$282K Hold
1,688
0.01% 472
2024
Q2
$257K Hold
1,688
0.01% 480
2024
Q1
$268K Sell
1,688
-62
-4% -$9.85K 0.01% 486
2023
Q4
$272K Buy
+1,750
New +$272K 0.01% 471