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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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