SilverOak Wealth Management’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
Q2
$1.17M Hold
2025
Q1
$1.12M Sell
2024
Q4
$1.22M Sell
2024
Q3
$1.25M Hold
2024
Q2
$1.14M Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.25M Buy