Yardley Wealth 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	$517K	Hold	3,275	–	–	0.28%	26
2025 Q1	$494K	Sell	3,275 -4,363	-57%	-$658K	0.29%	24
2024 Q4	$1.26M	Buy	7,638 +4,363	+133%	+$717K	0.61%	24
2024 Q3	$546K	Buy	+3,275	New	+$546K	0.32%	25