A detailed history of Capital Advantage, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Capital Advantage, Inc. holds 1,525 shares of IWN stock, worth $266,371. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,563 2.43%
Holding current value
$266,371
Previous $276,000 3.62%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

SELL
$172.34 - $181.51 $6,548 - $6,897
-38 Reduced 2.43%
1,525 $266,000
Q3 2025

Oct 22, 2025

BUY
$157.1 - $178.94 $471 - $536
3 Added 0.19%
1,563 $276,000
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

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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