Legacy Capital Group California’s iShares Russell 2000 Value ETF IWN Stock Holding History

Legacy Capital Group California’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$476K	Sell
2025 Q2	$429K	Buy
2025 Q1	$384K	Buy
2024 Q4	$417K	Buy
2024 Q3	$419K	Buy
2024 Q2	$356K	Buy
2024 Q1	$335K	Sell
2023 Q4	$445K	Sell
2023 Q3	$818K	Buy
2023 Q2	$848K	Buy
2023 Q1	$797K	Buy