Roger Wittlin Investment Advisory’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
2025 Q2	–	Sell	-3,504	Closed	-$529K	–	45
2025 Q1	$529K	Sell	3,504 -1,094	-24%	-$165K	0.31%	30
2024 Q4	$755K	Buy	4,598 +2,239	+95%	+$368K	0.42%	27
2024 Q3	$393K	Buy	+2,359	New	+$393K	0.23%	34