Madison Wealth Management’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
2023
Q1
Sell
-1,656
Closed -$230K 156
2022
Q4
$230K Hold
1,656
0.05% 145
2022
Q3
$214K Sell
1,656
-555
-25% -$71.7K 0.05% 155
2022
Q2
$301K Buy
+2,211
New +$301K 0.07% 129