Merit Financial Group, LLC Ishares Russell2000 Val ETF Transaction History

Merit Financial Group, LLC

$8.37 Billion
Q2 2025

A detailed history of Merit Financial Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Merit Financial Group, LLC holds 9,778 shares of IWN stock, worth $1.61 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,778

Previous 8,109 20.58%

Holding current value

$1.61 Million

Previous $1.23 Million 25.77%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$131.84 - $157.76 $220,040 - $263,301	1,669 Added 20.58%	9,778 $1.54 Million
Q1 2025 Apr 09, 2025	BUY	$149.27 - $169.4 $272,716 - $309,493	1,827 Added 29.08%	8,109 $1.23 Million
Q4 2024 Jan 15, 2025	BUY	$162.69 - $181.35 $786,768 - $877,008	4,836 Added 334.44%	6,282 $1.03 Million
Q3 2024 Oct 17, 2024	SELL	$150.05 - $171.34 $69,773 - $79,673	-465 Reduced 24.33%	1,446 $241,000
Q2 2024 Aug 13, 2024	SELL	$146.03 - $158.93 $12,558 - $13,667	-86 Reduced 4.31%	1,911 $291,000
Q1 2024 May 06, 2024	BUY	$145.61 - $158.81 $290,783 - $317,143	1,997 New	1,997 $317,000
Q2 2022 Aug 08, 2022	SELL	$134.47 - $162.71 $188,930 - $228,607	-1,405 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$157.31 - $176.88 $7,550 - $8,490	-48 Reduced 3.3%	1,405 $233,000
Q3 2021 Oct 27, 2021	BUY	$152.99 - $167.43 $9,332 - $10,213	61 Added 4.38%	1,453 $233,000
Q2 2021 Aug 16, 2021	BUY	$156.91 - $173.97 $218,418 - $242,166	1,392 New	1,392 $231,000

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

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC Ishares Russell2000 Val ETF Transaction History