Litman Gregory Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,657	Closed	-$272K	–	140
2024 Q4	$272K	Buy	1,657 +273	+20%	+$46.6K	0.02%	114
2024 Q3	$231K	Hold	1,384	–	–	0.02%	130
2024 Q2	$211K	Hold	1,384	–	–	0.02%	128
2024 Q1	$220K	Sell	1,384 -350	-20%	-$53K	0.02%	123
2023 Q4	$269K	Hold	1,734	–	–	0.03%	108
2023 Q3	$235K	Hold	1,734	–	–	0.02%	114
2023 Q2	$244K	Buy	+1,734	New	+$234K	0.03%	77
2021 Q2	–	Sell	-134	Closed	-$21K	–	127
2021 Q1	$21K	Hold	134	–	–	﹤0.01%	131
2020 Q4	$18K	Hold	134	–	–	﹤0.01%	137
2020 Q3	$13K	Hold	134	–	–	﹤0.01%	137
2020 Q2	$13K	Sell	134 -2	-1%	-$182	﹤0.01%	125
2020 Q1	$11K	Sell	136 -26	-16%	-$2.92K	﹤0.01%	119
2019 Q4	$21K	Hold	162	–	–	﹤0.01%	122
2019 Q3	$19K	Hold	162	–	–	﹤0.01%	115
2019 Q2	$20K	Buy	162 +136	+523%	+$16.4K	0.01%	140
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	127
2018 Q4	$3K	Hold	26	–	–	﹤0.01%	141
2018 Q3	$3K	Buy	+26	New	+$3.5K	﹤0.01%	108