Premier Path Wealth 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
$396K Sell
2025
Q2
$354K Sell
2025
Q1
$449K Sell
2024
Q4
$517K Hold
2024
Q3
$525K Sell
2024
Q2
$499K Sell
2024
Q1
$539K Sell
2023
Q4
$620K Buy