Level Financial 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
2024
Q1
Sell
-182
Closed -$28.3K 170
2023
Q4
$28.3K Sell
182
-78
-30% -$12.1K 0.01% 142
2023
Q3
$35.2K Hold
260
0.02% 126
2023
Q2
$36.6K Buy
+260
New +$36.6K 0.02% 123