Capital Advantage, Inc. Ishares Russell2000 Val ETF Transaction History

Capital Advantage, Inc.

  • $570 Million
  • Q2 2025

A detailed history of Capital Advantage, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 1,560 shares of IWN stock, worth $279,442. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,560
Previous 2,482 37.15%
Holding current value
$279,442
Previous $375,000 34.4%
% of portfolio
0.04%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$131.84 - $157.76 $121,556 - $145,454
-922 Reduced 37.15%
1,560 $246,000
Q4 2024

Feb 14, 2025
BUY
$162.69 - $181.35 $403,796 - $450,110
2,482 New
2,482 $407,000

Others Institutions Holding IWN

# of Institutions
1,096
Shares Held
56.4M
Call Options Held
337K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Capital Advantage, Inc. Portfolio

Follow Capital Advantage, Inc. 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 Capital Advantage, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Advantage, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email