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LWM Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

LWM Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.72M Sell
36,227
-382
-1% -$60.3K 5.5% 6
2025
Q1 		$5.46M Buy
36,609
+430
+1% +$64.2K 5.62% 6
2024
Q4 		$5.94M Buy
+36,179
New +$5.94M 5.96% 6