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Wingate Wealth Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Wingate Wealth Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,453
Closed -$219K – 104
2025
Q1 		$219K Buy
1,453
+4
+0.3% +$604 0.25% 87
2024
Q4 		$238K Buy
+1,449
New +$238K 0.23% 83