A detailed history of Northwest Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 21,035 shares of IWN stock, worth $3.72 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
21,035
Previous 21,274 1.12%
Holding current value
$3.72 Million
Previous $3.24 Million 8.3%
% of portfolio
0.83%
Previous 0.85%

Shares

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

Nov 04, 2024

SELL
$150.05 - $171.34 $35,861 - $40,950
-239 Reduced 1.12%
21,035 $3.51 Million
Q2 2024

Aug 05, 2024

SELL
$146.03 - $158.93 $38,697 - $42,116
-265 Reduced 1.23%
21,274 $3.24 Million
Q1 2024

May 13, 2024

SELL
$145.61 - $158.81 $1.28 Million - $1.39 Million
-8,757 Reduced 28.9%
21,539 $3.42 Million
Q4 2023

Feb 14, 2024

SELL
$125.51 - $158.2 $161,029 - $202,970
-1,283 Reduced 4.06%
30,296 $4.71 Million
Q3 2023

Nov 01, 2023

BUY
$133.8 - $151.24 $5,218 - $5,898
39 Added 0.12%
31,579 $4.28 Million
Q2 2023

Aug 07, 2023

SELL
$128.93 - $142.33 $17,663 - $19,499
-137 Reduced 0.43%
31,540 $4.44 Million
Q1 2023

May 10, 2023

SELL
$130.78 - $156.96 $1.1 Million - $1.32 Million
-8,414 Reduced 20.99%
31,677 $4.34 Million
Q4 2022

Feb 07, 2023

SELL
$131.32 - $149.64 $117,006 - $133,329
-891 Reduced 2.17%
40,091 $5.56 Million
Q3 2022

Oct 27, 2022

BUY
$128.93 - $159.38 $61,370 - $75,864
476 Added 1.18%
40,982 $5.28 Million
Q2 2022

Jul 26, 2022

SELL
$134.47 - $162.71 $850,119 - $1.03 Million
-6,322 Reduced 13.5%
40,506 $5.52 Million
Q1 2022

Apr 29, 2022

BUY
$151.25 - $169.21 $1 Million - $1.12 Million
6,625 Added 16.48%
46,828 $7.56 Million
Q4 2021

Jan 24, 2022

BUY
$157.31 - $176.88 $78,655 - $88,440
500 Added 1.26%
40,203 $6.68 Million
Q3 2021

Oct 20, 2021

BUY
$152.99 - $167.43 $917 - $1,004
6 Added 0.02%
39,703 $6.36 Million
Q2 2021

Aug 02, 2021

SELL
$156.91 - $173.97 $45,974 - $50,973
-293 Reduced 0.73%
39,697 $6.58 Million
Q1 2021

May 10, 2021

SELL
$130.0 - $169.53 $306,670 - $399,921
-2,359 Reduced 5.57%
39,990 $6.38 Million
Q4 2020

Jan 28, 2021

BUY
$100.9 - $132.3 $548,391 - $719,050
5,435 Added 14.72%
42,349 $5.58 Million
Q3 2020

Oct 19, 2020

SELL
$91.58 - $108.28 $147,443 - $174,330
-1,610 Reduced 4.18%
36,914 $3.67 Million
Q2 2020

Jul 13, 2020

BUY
$74.44 - $109.12 $9,007 - $13,203
121 Added 0.32%
38,524 $3.76 Million
Q1 2020

Apr 29, 2020

BUY
$71.79 - $129.5 $2.5 Million - $4.5 Million
34,785 Added 961.44%
38,403 $3.15 Million
Q4 2019

Jan 14, 2020

SELL
$115.48 - $129.0 $11,548 - $12,900
-100 Reduced 2.69%
3,618 $465,000
Q3 2019

Oct 28, 2019

SELL
$110.84 - $123.96 $8,645 - $9,668
-78 Reduced 2.05%
3,718 $444,000
Q1 2019

Apr 12, 2019

BUY
$107.18 - $125.8 $643 - $754
6 Added 0.16%
3,796 $455,000
Q4 2018

Jan 24, 2019

SELL
$102.04 - $131.92 $102 - $131
-1 Reduced 0.03%
3,790 $408,000
Q3 2018

Oct 11, 2018

SELL
$132.46 - $137.1 $3,311 - $3,427
-25 Reduced 0.66%
3,791 $504,000
Q2 2018

Jul 10, 2018

SELL
$119.36 - $135.64 $8,713 - $9,901
-73 Reduced 1.88%
3,816 $503,000
Q1 2018

Apr 13, 2018

SELL
$118.48 - $130.86 $9,952 - $10,992
-84 Reduced 2.11%
3,889 $474,000
Q3 2017

Oct 30, 2017

BUY
$121.64 - $124.12 $483,275 - $493,128
3,973
3,973 $493,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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