Diversify Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,783 shares of IWN stock, worth $499,381. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,783
Previous 2,741 1.53%
Holding current value
$499,381
Previous $400 Million 15.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025
BUY
$131.84 - $157.76 $5,537 - $6,625
42 Added 1.53%
2,783 $462 Million
Q1 2025

Apr 30, 2025
SELL
$149.27 - $169.4 $18,808 - $21,344
-126 Reduced 4.39%
2,741 $400 Million
Q4 2024

Jan 16, 2025
BUY
$162.69 - $181.35 $236,225 - $263,320
1,452 Added 102.61%
2,867 $458 Million
Q3 2024

Oct 25, 2024
BUY
$150.05 - $171.34 $212,320 - $242,446
1,415 New
1,415 $234 Million

Others Institutions Holding IWN

# of Institutions
1,093
Shares Held
56.5M
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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