Smith Salley Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Smith Salley Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$247K	Hold
2025 Q2	$221K	Hold
2025 Q1	$211K	Hold
2024 Q4	$230K	Hold
2024 Q3	$233K	Buy
2024 Q1	–	Sell
2023 Q4	$217K	Buy
2023 Q3	–	Sell
2023 Q2	$232K	Buy