Lutz Financial Services’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
2025 Q2	$424K	Buy	2,687 +3	+0.1%	+$473	0.03%	74
2025 Q1	$405K	Sell	2,684 -834	-24%	-$126K	0.03%	72
2024 Q4	$578K	Sell	3,518 -11	-0.3%	-$1.81K	0.05%	70
2024 Q3	$589K	Sell	3,529 -12	-0.3%	-$2K	0.05%	68
2024 Q2	$539K	Sell	3,541 -944	-21%	-$144K	0.05%	69
2024 Q1	$712K	Sell	4,485 -9	-0.2%	-$1.43K	0.06%	63
2023 Q4	$698K	Hold	4,494	–	–	0.07%	63
2023 Q3	$609K	Sell	4,494 -27	-0.6%	-$3.66K	0.07%	60
2023 Q2	$637K	Sell	4,521 -21	-0.5%	-$2.96K	0.07%	59
2023 Q1	$622K	Hold	4,542	–	–	0.07%	59
2022 Q4	$630K	Hold	4,542	–	–	0.08%	59
2022 Q3	$586K	Hold	4,542	–	–	0.08%	57
2022 Q2	$618K	Hold	4,542	–	–	0.08%	53
2022 Q1	$733K	Hold	4,542	–	–	0.09%	47
2021 Q4	$754K	Hold	4,542	–	–	0.09%	48
2021 Q3	$728K	Hold	4,542	–	–	0.09%	50
2021 Q2	$753K	Hold	4,542	–	–	0.1%	49
2021 Q1	$724K	Hold	4,542	–	–	0.11%	46
2020 Q4	$598K	Hold	4,542	–	–	0.1%	48
2020 Q3	$451K	Hold	4,542	–	–	0.09%	50
2020 Q2	$443K	Hold	4,542	–	–	0.09%	50
2020 Q1	$373K	Hold	4,542	–	–	0.08%	55
2019 Q4	$584K	Hold	4,542	–	–	0.1%	52
2019 Q3	$542K	Hold	4,542	–	–	0.1%	53
2019 Q2	$547K	Sell	4,542 -249	-5%	-$30K	0.11%	51
2019 Q1	$574K	Hold	4,791	–	–	0.12%	46
2018 Q4	$515K	Buy	4,791 +249	+5%	+$26.8K	0.12%	52
2018 Q3	$604K	Hold	4,542	–	–	0.13%	39
2018 Q2	$599K	Hold	4,542	–	–	0.17%	32
2018 Q1	$554K	Hold	4,542	–	–	0.16%	33
2017 Q4	$571K	Buy	+4,542	New	+$571K	0.17%	35