Simplicity Wealth’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	$316K	Hold	2,000	–	–	0.01%	528
2025 Q1	$302K	Buy	+2,000	New	+$302K	0.02%	428
2024 Q3	–	Sell	-1,889	Closed	-$288K	–	844
2024 Q2	$288K	Sell	1,889 -13	-0.7%	-$1.98K	0.01%	962
2024 Q1	$302K	Buy	+1,902	New	+$302K	0.01%	914