Modern Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,330 shares of IWN stock, worth $1.83 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,330

Previous 9,827 5.12%

Holding current value

$1.83 Million

Previous $1.48 Million 9.84%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$131.84 - $157.76 $66,315 - $79,353	503 Added 5.12%	10,330 $1.63 Million
Q1 2025 May 15, 2025	BUY	$149.27 - $169.4 $64,036 - $72,672	429 Added 4.56%	9,827 $1.48 Billion
Q4 2024 May 30, 2025	SELL	$162.69 - $181.35 $112,906 - $125,856	-694 Reduced 7.06%	9,133 $1.5 Million
Q4 2024 May 29, 2025	SELL	$162.69 - $181.35 $112,906 - $125,856	-694 Reduced 7.06%	9,133 $1.5 Million
Q4 2024 Feb 11, 2025	SELL	$162.69 - $181.35 $38,394 - $42,798	-236 Reduced 2.45%	9,398 $1.58 Billion
Q3 2024 May 30, 2025	SELL	$150.05 - $171.34 $25,658 - $29,299	-171 Reduced 1.74%	9,656 $1.61 Million
Q3 2024 May 29, 2025	SELL	$150.05 - $171.34 $25,658 - $29,299	-171 Reduced 1.74%	9,656 $1.61 Million
Q3 2024 Nov 05, 2024	BUY	$150.05 - $171.34 $1.45 Million - $1.65 Million	9,634 New	9,634 $1.61 Billion

Others Institutions Holding IWN

# of Institutions

1,117

Shares Held

56.1M

Call Options Held

337K

Put Options Held

19.7K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History