Yardley Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$579K Hold
2025
Q2
$517K Hold
2025
Q1
$494K Sell
2024
Q4
$1.26M Buy
2024
Q3
$546K Buy