Schneider Downs Wealth Management Advisors’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
2026
Q1
$207K Buy
2020
Q2
Sell
2020
Q1
$476K Sell
2019
Q4
$1.07M Buy
2019
Q3
$868K Hold
2019
Q2
$876K Sell
2019
Q1
$969K Sell
2018
Q4
$1.19M Buy