Mascoma Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 28 shares of IWN stock, worth $4,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 75 62.67%
Holding current value
$4,223
Previous $12,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$149.27 - $169.4 $7,015 - $7,961
-47 Reduced 62.67%
28 $4,000
Q4 2024

Feb 10, 2025
BUY
$162.69 - $181.35 $7,646 - $8,523
47 Added 167.86%
75 $12,000
Q4 2022

Jan 24, 2023
BUY
$131.32 - $149.64 $3,676 - $4,189
28 New
28 $0

Others Institutions Holding IWN

# of Institutions
1,097
Shares Held
59.9M
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
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