Paragon Financial Partners’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
2025
Q3
$944K Buy
2025
Q2
$840K Buy
2025
Q1
$803K Buy
2024
Q4
$872K Sell
2024
Q3
$960K Buy
2024
Q2
$390K Buy
2024
Q1
$246K Buy
2023
Q4
$241K Sell
2023
Q3
$252K Buy
2023
Q2
$247K Buy
2023
Q1
$240K Buy
2022
Q4
$242K Sell
2022
Q3
$251K Sell
2022
Q2
$298K Buy
2022
Q1
$353K Buy
2021
Q4
$363K Buy