A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,096 shares of IWN stock, worth $163,205. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,096
Previous 1,432 23.46%
Holding current value
$163,205
Previous $235 Million 29.58%
% of portfolio
0.16%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

SELL
$149.27 - $169.4 $50,154 - $56,918
-336 Reduced 23.46%
1,096 $166 Million
Q4 2024

Jan 28, 2025

BUY
$162.69 - $181.35 $232,972 - $259,693
1,432 New
1,432 $235 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa 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 Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.