Brown Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Brown Wealth Management, LLC

$322 Billion
Q2 2025

A detailed history of Brown Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 5,935 shares of IWN stock, worth $955,950. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,935

Previous 2,764 114.73%

Holding current value

$955,950

Previous $417 Million 124.36%

% of portfolio

0.29%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$131.84 - $157.76 $418,064 - $500,256	3,171 Added 114.73%	5,935 $936 Million
Q1 2025 May 07, 2025	BUY	$149.27 - $169.4 $42,989 - $48,787	288 Added 11.63%	2,764 $417 Million
Q4 2024 Feb 13, 2025	SELL	$162.69 - $181.35 $30,260 - $33,731	-186 Reduced 6.99%	2,476 $406 Million
Q3 2024 Nov 14, 2024	SELL	$150.05 - $171.34 $1,650 - $1,884	-11 Reduced 0.41%	2,662 $444 Million
Q2 2024 Aug 13, 2024	BUY	$146.03 - $158.93 $50,088 - $54,512	343 Added 14.72%	2,673 $407 Million
Q1 2024 May 13, 2024	BUY	$145.61 - $158.81 $436 - $476	3 Added 0.13%	2,330 $370 Million
Q4 2023 Feb 14, 2024	BUY	$125.51 - $158.2 $292,061 - $368,131	2,327 New	2,327 $361 Million
Q2 2023 Aug 08, 2023	BUY	$128.93 - $142.33 $323,227 - $356,821	2,507 New	2,507 $353 Million

Others Institutions Holding IWN

# of Institutions

1,087

Shares Held

58.9M

Call Options Held

453K

Put Options Held

29.6K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Brown Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History