Northwest Financial Advisors’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
2024
Q4
Sell
-501
Closed -$83.5K 326
2024
Q3
$83.5K Buy
+501
New +$83.5K 0.07% 173
2024
Q1
Sell
-500
Closed -$77.6K 302
2023
Q4
$77.6K Buy
+500
New +$77.6K 0.07% 167