Univest Financial’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
-8,148
Closed -$1.23M 279
2025
Q1
$1.23M Sell
8,148
-478
-6% -$72.2K 0.08% 147
2024
Q4
$1.42M Buy
+8,626
New +$1.42M 0.09% 134