Copia Wealth Management Ishares Russell2000 Val ETF Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 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 1,055 shares of IWN stock, worth $146,993. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,055
Previous 1,295 18.53%
Holding current value
$146,993
Previous $213 Million 25.08%
% of portfolio
0.15%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,140
Shares Held
61.5M
Call Options Held
540K
Put Options Held
149K
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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