Live Oak Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

Live Oak Private Wealth’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	$254K	Hold
2025 Q2	$227K	Hold
2025 Q1	$217K	Hold
2024 Q4	$236K	Hold
2024 Q3	$240K	Hold
2024 Q2	$219K	Hold
2024 Q1	$228K	Hold
2023 Q4	$223K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Buy