Destination Wealth Management Ishares Russell2000 Val ETF Transaction History

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025

A detailed history of Destination Wealth Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Destination Wealth Management holds 1,298 shares of IWN stock, worth $229,525. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,298
Holding current value
$229,525
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$131.84 - $157.76 $171,128 - $204,772
1,298 New
1,298 $204,000
Q4 2024

Feb 06, 2025
BUY
$162.69 - $181.35 $210,195 - $234,304
1,292 New
1,292 $212,000
Q2 2019

Jul 19, 2019
SELL
$114.14 - $126.06 $11,984 - $13,236
-105 Closed
0 $0
Q1 2019

May 01, 2019
BUY
$107.18 - $125.8 $11,253 - $13,209
105 New
105 $13,000
Q4 2018

Feb 05, 2019
SELL
$102.04 - $131.92 $11,326 - $14,643
-111 Closed
0 $0
Q3 2018

Nov 07, 2018
BUY
$132.46 - $137.1 $14,703 - $15,218
111 New
111 $15,000

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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management 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 Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email