Triad Wealth Partners’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	$348K	Sell	2,204 -436	-17%	-$68.8K	0.07%	196
2025 Q1	$399K	Buy	2,640 +125	+5%	+$18.9K	0.12%	123
2024 Q4	$413K	Buy	+2,515	New	+$413K	0.15%	107
2024 Q3	–	Sell	-250	Closed	-$38.1K	–	474
2024 Q2	$38.1K	Buy	+250	New	+$38.1K	0.02%	265