Mark Sheptoff Financial Planning’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	$8.52K	Hold	54	–	–	﹤0.01%	353
2025 Q1	$8.15K	Hold	54	–	–	﹤0.01%	336
2024 Q4	$8.87K	Buy	54 +30	+125%	+$4.93K	﹤0.01%	328
2024 Q3	$4K	Buy	+24	New	+$4K	﹤0.01%	378