Prestige Wealth Management Group’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 Q1	–	Sell	-2	Closed	-$329	–	1038
2024 Q4	$329	Hold	2	–	–	﹤0.01%	1006
2024 Q3	$334	Hold	2	–	–	﹤0.01%	1001
2024 Q2	$305	Hold	2	–	–	﹤0.01%	960
2024 Q1	$318	Hold	2	–	–	﹤0.01%	985
2023 Q4	$311	Hold	2	–	–	﹤0.01%	992
2023 Q3	$273	Hold	2	–	–	﹤0.01%	1017
2023 Q2	$282	Hold	2	–	–	﹤0.01%	1029
2023 Q1	$275	Hold	2	–	–	﹤0.01%	1028
2022 Q4	$277	Hold	2	–	–	﹤0.01%	1120
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1016
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1021
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1014
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1025
2021 Q3	$0	Buy	+2	New	+$321	﹤0.01%	1015
2020 Q4	–	Sell	-3	Closed	–	–	989
2020 Q3	$0	Buy	+3	New	+$305	﹤0.01%	903
2020 Q1	–	Sell	-46	Closed	-$6K	–	957
2019 Q4	$6K	Hold	46	–	–	﹤0.01%	409
2019 Q3	$5K	Hold	46	–	–	﹤0.01%	421
2019 Q2	$6K	Hold	46	–	–	﹤0.01%	385
2019 Q1	$6K	Hold	46	–	–	﹤0.01%	383
2018 Q4	$5K	Buy	+46	New	+$5.54K	﹤0.01%	591