Modern 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
2025 Q2	$1.63M	Buy	10,330 +503	+5%	+$79.4K	0.04%	289
2025 Q1	$1.48M	Buy	9,827 +694	+8%	+$105K	0.05%	247
2024 Q4	$1.5M	Sell	9,133 -523	-5%	-$85.9K	0.06%	215
2024 Q3	$1.61M	Buy	+9,656	New	+$1.61M	0.1%	131