New Century Financial Group’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 Q1	–	Sell	-1,654	Closed	-$274K	–	225
2024 Q4	$274K	Sell	1,654 -36	-2%	-$5.97K	0.12%	229
2024 Q3	$282K	Sell	1,690 -196	-10%	-$32.7K	0.1%	247
2024 Q2	$287K	Buy	+1,886	New	+$287K	0.12%	204