Leo Wealth, LLC Ishares Russell2000 Val ETF Transaction History

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 2,120 shares of IWN stock, worth $348,294. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,120
Previous 1,719 23.33%
Holding current value
$348,294
Previous $260 Million 28.87%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 23, 2025
BUY
$131.84 - $157.76 $52,867 - $63,261
401 Added 23.33%
2,120 $335 Million
Q1 2025

May 02, 2025
SELL
$149.27 - $169.4 $37,466 - $42,519
-251 Reduced 12.74%
1,719 $260 Million
Q4 2024

Jan 27, 2025
SELL
$162.69 - $181.35 $7,646 - $8,523
-47 Reduced 2.33%
1,970 $323 Million
Q3 2024

Oct 21, 2024
BUY
$150.05 - $171.34 $1,050 - $1,199
7 Added 0.35%
2,017 $336 Million
Q2 2024

Jul 17, 2024
BUY
$146.03 - $158.93 $876 - $953
6 Added 0.3%
2,010 $306 Million
Q1 2024

May 09, 2024
SELL
$145.61 - $158.81 $27,811 - $30,332
-191 Reduced 8.7%
2,004 $318 Million
Q4 2023

Mar 14, 2024
BUY
$125.51 - $158.2 $275,494 - $347,249
2,195 New
2,195 $340 Million

Others Institutions Holding IWN

# of Institutions
1,098
Shares Held
59.6M
Call Options Held
453K
Put Options Held
29.6K
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 Leo Wealth, LLC Portfolio

Follow Leo Wealth, LLC 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email