A detailed history of Squire Investment Management Company, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 5,386 shares of IWN stock, worth $952,244. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,386
Previous 4,899 9.94%
Holding current value
$952,244
Previous $746 Million 20.42%
% of portfolio
0.43%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$150.05 - $171.34 $73,074 - $83,442
487 Added 9.94%
5,386 $898 Million
Q2 2024

Aug 01, 2024

BUY
$146.03 - $158.93 $38,405 - $41,798
263 Added 5.67%
4,899 $746 Million
Q1 2024

Aug 01, 2024

BUY
$145.61 - $158.81 $29,122 - $31,762
200 Added 4.51%
4,636 $736 Million
Q4 2023

Aug 01, 2024

BUY
$125.51 - $158.2 $556,762 - $701,775
4,436 New
4,436 $689 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Squire Investment Management Company, LLC Portfolio

Follow Squire Investment Management Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Squire Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Squire Investment Management Company, LLC with notifications on news.