Soltis Investment Advisors’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
Sell
-1,537
Closed -$232K 400
2025
Q1
$232K Hold
1,537
0.02% 329
2024
Q4
$252K Buy
1,537
+18
+1% +$2.96K 0.02% 317
2024
Q3
$253K Buy
+1,519
New +$253K 0.02% 305