Naviter Wealth’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	$700K	Hold	4,439	–	–	0.09%	178
2025 Q1	$671K	Hold	4,439	–	–	0.08%	192
2024 Q4	$729K	Buy	+4,439	New	+$729K	0.09%	189
2024 Q2	–	Sell	-5,708	Closed	-$906K	–	234
2024 Q1	$906K	Buy	+5,708	New	+$906K	0.15%	163