A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 4,613 shares of IWN stock, worth $822,359. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,613
Previous 5,136 10.18%
Holding current value
$822,359
Previous $782,000 1.66%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 24, 2024

SELL
$150.05 - $171.34 $78,476 - $89,610
-523 Reduced 10.18%
4,613 $769,000
Q2 2024

Jul 29, 2024

BUY
$146.03 - $158.93 $169,248 - $184,199
1,159 Added 29.14%
5,136 $782,000
Q1 2024

Apr 30, 2024

SELL
$145.61 - $158.81 $10,047 - $10,957
-69 Reduced 1.71%
3,977 $631,000
Q4 2023

Jan 24, 2024

BUY
$125.51 - $158.2 $47,191 - $59,483
376 Added 10.25%
4,046 $628,000
Q3 2023

Oct 13, 2023

SELL
$133.8 - $151.24 $17,394 - $19,661
-130 Reduced 3.42%
3,670 $497,000
Q2 2023

Jul 26, 2023

BUY
$128.93 - $142.33 $15,600 - $17,221
121 Added 3.29%
3,800 $535,000
Q1 2023

May 02, 2023

SELL
$130.78 - $156.96 $38,841 - $46,617
-297 Reduced 7.47%
3,679 $504,000
Q4 2022

Jan 11, 2023

SELL
$131.32 - $149.64 $23,374 - $26,635
-178 Reduced 4.29%
3,976 $0
Q3 2022

Oct 21, 2022

BUY
$128.93 - $159.38 $19,855 - $24,544
154 Added 3.85%
4,154 $536,000
Q2 2022

Jul 14, 2022

BUY
$134.47 - $162.71 $106,096 - $128,378
789 Added 24.57%
4,000 $545,000
Q1 2022

May 02, 2022

BUY
$151.25 - $169.21 $209,632 - $234,525
1,386 Added 75.95%
3,211 $518,000
Q4 2021

Feb 03, 2022

BUY
$157.31 - $176.88 $11,169 - $12,558
71 Added 4.05%
1,825 $303,000
Q3 2021

Oct 19, 2021

SELL
$152.99 - $167.43 $21,571 - $23,607
-141 Reduced 7.44%
1,754 $281,000
Q2 2021

Jul 28, 2021

BUY
$156.91 - $173.97 $54,604 - $60,541
348 Added 22.5%
1,895 $314,000
Q1 2021

Apr 26, 2021

BUY
$130.0 - $169.53 $35,880 - $46,790
276 Added 21.72%
1,547 $246,000
Q4 2020

Feb 09, 2021

BUY
$100.9 - $132.3 $24,014 - $31,487
238 Added 23.04%
1,271 $167,000
Q2 2020

Aug 10, 2020

BUY
$74.44 - $109.12 $6,178 - $9,056
83 Added 8.74%
1,033 $98.4 Million
Q4 2019

Feb 14, 2020

BUY
$115.48 - $129.0 $109,706 - $122,550
950 New
950 $122,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Arkadios Wealth Advisors Portfolio

Follow Arkadios Wealth Advisors 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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.