A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 5,183 shares of IWN stock, worth $916,354. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,183
Previous 5,160 0.45%
Holding current value
$916,354
Previous $785,000 10.06%
% of portfolio
0.2%
Previous 0.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$150.05 - $171.34 $3,451 - $3,940
23 Added 0.45%
5,183 $864,000
Q2 2024

Aug 12, 2024

BUY
$146.03 - $158.93 $2,774 - $3,019
19 Added 0.37%
5,160 $785,000
Q1 2024

May 07, 2024

BUY
$145.61 - $158.81 $2,329 - $2,540
16 Added 0.31%
5,141 $816,000
Q4 2023

Jan 30, 2024

BUY
$125.51 - $158.2 $4,769 - $6,011
38 Added 0.75%
5,125 $796,000
Q3 2023

Nov 07, 2023

BUY
$133.8 - $151.24 $2,140 - $2,419
16 Added 0.32%
5,087 $689,000
Q2 2023

Aug 04, 2023

BUY
$128.93 - $142.33 $2,449 - $2,704
19 Added 0.38%
5,071 $713,000
Q1 2023

May 09, 2023

BUY
$130.78 - $156.96 $2,746 - $3,296
21 Added 0.42%
5,052 $692,000
Q4 2022

Jan 25, 2023

BUY
$131.32 - $149.64 $304,137 - $346,566
2,316 Added 85.3%
5,031 $0
Q2 2022

Aug 02, 2022

BUY
$134.47 - $162.71 $1,075 - $1,301
8 Added 0.3%
2,715 $370,000
Q1 2022

May 09, 2022

BUY
$151.25 - $169.21 $907 - $1,015
6 Added 0.22%
2,707 $437,000
Q4 2021

Feb 08, 2022

BUY
$157.31 - $176.88 $3,146 - $3,537
20 Added 0.75%
2,701 $448,000
Q2 2021

Aug 09, 2021

BUY
$156.91 - $173.97 $1,412 - $1,565
9 Added 0.34%
2,681 $444,000
Q4 2020

Feb 09, 2021

BUY
$100.9 - $132.3 $1,009 - $1,323
10 Added 0.38%
2,672 $352,000
Q3 2020

Nov 12, 2020

BUY
$91.58 - $108.28 $915 - $1,082
10 Added 0.38%
2,662 $264,000
Q2 2020

Aug 13, 2020

BUY
$74.44 - $109.12 $1,414 - $2,073
19 Added 0.72%
2,652 $258,000
Q1 2020

May 14, 2020

SELL
$71.79 - $129.5 $214,221 - $386,428
-2,984 Reduced 53.12%
2,633 $216,000
Q4 2019

Feb 13, 2020

BUY
$115.48 - $129.0 $85,455 - $95,460
740 Added 15.17%
5,617 $722,000
Q3 2019

Nov 12, 2019

BUY
$110.84 - $123.96 $32,143 - $35,948
290 Added 6.32%
4,877 $583,000
Q2 2019

Aug 05, 2019

SELL
$114.14 - $126.06 $32,301 - $35,674
-283 Reduced 5.81%
4,587 $553,000
Q1 2019

Apr 18, 2019

BUY
$107.18 - $125.8 $750 - $880
7 Added 0.14%
4,870 $584,000
Q4 2018

Jan 22, 2019

BUY
$102.04 - $131.92 $68,774 - $88,914
674 Added 16.09%
4,863 $523,000
Q3 2018

Oct 25, 2018

BUY
$132.46 - $137.1 $927 - $959
7 Added 0.17%
4,189 $557,000
Q2 2018

Jul 19, 2018

BUY
$119.36 - $135.64 $10,981 - $12,478
92 Added 2.25%
4,182 $552,000
Q1 2018

Apr 27, 2018

SELL
$118.48 - $130.86 $33,766 - $37,295
-285 Reduced 6.51%
4,090 $499,000
Q4 2017

Jan 31, 2018

BUY
$121.05 - $128.04 $2,905 - $3,072
24 Added 0.55%
4,375 $552,000
Q3 2017

Oct 19, 2017

BUY
$121.64 - $124.12 $36,248 - $36,987
298 Added 7.35%
4,351 $540,000
Q2 2017

Aug 10, 2017

SELL
N/A
-1,316 Reduced 24.51%
4,053 $482,000
Q2 2017

Aug 08, 2017

BUY
N/A
5,369
5,369 $634,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Mycio Wealth Partners, LLC Portfolio

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

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.