Curio Wealth, LLC Ishares Russell2000 Val ETF Transaction History

Curio Wealth, LLC

$192 Billion
Q1 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 2 shares of IWN stock, worth $289. This represents 0.1% of its overall portfolio holdings.

Number of Shares

Holding current value

$289

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$149.27 - $169.4 $298 - $338	2 New	2 $196 Million

Others Institutions Holding IWN

# of Institutions

1,097

Shares Held

60.2M

Call Options Held

260K

Put Options Held

149K

Bank Of America Corp Charlotte, NC

6.72M
Shares

$973 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.48M
Shares

$794 Million
0.06% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.84M
Shares

$412 Million
1.34% of portfolio
Jones Financial Companies Lllp

2.73M
Shares

$395 Million
0.43% of portfolio
Tiaa, Fsb St. Louis, MO

2.5M
Shares

$362 Million
1.27% of portfolio

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

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