Westend Capital Management’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
-6
Closed -$906 238
2025
Q1
$906 Hold
6
﹤0.01% 203
2024
Q4
$985 Hold
6
﹤0.01% 207
2024
Q3
$1K Sell
6
-121
-95% -$20.2K ﹤0.01% 227
2024
Q2
$19.2K Sell
127
-15
-11% -$2.26K 0.01% 88
2024
Q1
$22.6K Buy
+142
New +$22.6K 0.01% 93