PRW Wealth Management’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
2022
Q2
Sell
-3,109
Closed -$502K 108
2022
Q1
$502K Buy
3,109
+1,350
+77% +$218K 0.22% 55
2021
Q4
$292K Sell
1,759
-600
-25% -$99.6K 0.14% 76
2021
Q3
$378K Buy
+2,359
New +$378K 0.19% 59