National Philanthropic Trust’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$785K Hold
2025
Q4
$750K Hold
2025
Q3
$732K Hold
2025
Q2
$653K Hold
2025
Q1
$625K Hold
2024
Q4
$680K Hold
2024
Q3
$690K Hold
2024
Q2
$630K Hold
2024
Q1
$657K Buy