Simplicity Wealth’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
Q3
$354K Hold
2025
Q2
$316K Hold
2025
Q1
$302K Buy
2024
Q3
Sell
2024
Q2
$288K Sell
2024
Q1
$302K Buy