A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 49 shares of IWN stock, worth $8,663. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 49 -0.0%
Holding current value
$8,663
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$145.61 - $158.81 $15,143 - $16,516
-104 Reduced 67.97%
49 $7,000
Q4 2023

Feb 06, 2024

BUY
$125.51 - $158.2 $19,203 - $24,204
153 New
153 $23,000
Q4 2020

Feb 16, 2021

SELL
$100.9 - $132.3 $3.28 Million - $4.3 Million
-32,509 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$91.58 - $108.28 $2.98 Million - $3.52 Million
32,509 New
32,509 $3.23 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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