Monograph Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 3,284 shares of IWN stock, worth $580,709. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,284
Previous 2,994 9.69%
Holding current value
$580,709
Previous $452,000 14.6%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Aug 14, 2025
BUY
$131.84 - $157.76 $38,233 - $45,750
290 Added 9.69%
3,284 $518,000
Q1 2025

May 14, 2025
SELL
$149.27 - $169.4 $9,105 - $10,333
-61 Reduced 2.0%
2,994 $452,000
Q2 2023

Aug 11, 2023
BUY
$128.93 - $142.33 $128 - $142
1 Added 0.03%
3,055 $430,000
Q2 2022

Aug 10, 2022
BUY
$134.47 - $162.71 $134 - $162
1 Added 0.03%
3,054 $416,000
Q4 2021

Feb 10, 2022
BUY
$157.31 - $176.88 $480,267 - $540,014
3,053 New
3,053 $507,000

Others Institutions Holding IWN

# of Institutions
1,098
Shares Held
56.4M
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
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

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

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email