Copia Wealth Management Ishares Russell2000 Val ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Copia Wealth Management holds 957 shares of IWN stock, worth $169,226. This represents 0.13% of its overall portfolio holdings.

Number of Shares
957
Previous 948 0.95%
Holding current value
$169,226
Previous $150 Million 13.14%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$157.1 - $178.94 $1,413 - $1,610
9 Added 0.95%
957 $169 Million
Q2 2025

Jul 28, 2025
SELL
$131.84 - $157.76 $14,106 - $16,880
-107 Reduced 10.14%
948 $150 Million
Q1 2025

Apr 17, 2025
SELL
$149.27 - $169.4 $35,824 - $40,656
-240 Reduced 18.53%
1,055 $159 Million
Q4 2024

Mar 06, 2025
BUY
$162.69 - $181.35 $210,683 - $234,848
1,295 New
1,295 $213 Million

Others Institutions Holding IWN

# of Institutions
1,114
Shares Held
56.1M
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
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