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

Matrix Asset Advisors’s Portfolio IWN Stock Details IWN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$335K	Hold
2025 Q4	$320K	Hold
2025 Q3	$312K	Hold
2025 Q2	$278K	Hold
2025 Q1	$266K	Hold
2024 Q4	$290K	Hold
2024 Q3	$294K	Buy
2022 Q2	–	Sell
2022 Q1	$383K	Hold
2021 Q4	$394K	Buy