A detailed history of Peak Asset Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Peak Asset Management, LLC holds 1,822 shares of IWN stock, worth $322,129. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,822
Previous 1,822 -0.0%
Holding current value
$322,129
Previous $277,000 9.39%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 10, 2024

BUY
$145.61 - $158.81 $2,475 - $2,699
17 Added 0.94%
1,822 $289,000
Q2 2023

Aug 11, 2023

SELL
$128.93 - $142.33 $15,084 - $16,652
-117 Reduced 6.09%
1,805 $254,000
Q4 2022

Jan 30, 2023

BUY
$131.32 - $149.64 $15,364 - $17,507
117 Added 6.48%
1,922 $266,000
Q2 2021

Aug 06, 2021

SELL
$156.91 - $173.97 $9,414 - $10,438
-60 Reduced 3.22%
1,805 $299,000
Q1 2021

May 13, 2021

SELL
$130.0 - $169.53 $3,250 - $4,238
-25 Reduced 1.32%
1,865 $297,000
Q4 2020

Feb 12, 2021

BUY
$100.9 - $132.3 $190,701 - $250,047
1,890 New
1,890 $249,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Peak Asset Management, LLC Portfolio

Follow Peak Asset Management, 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 Peak Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Asset Management, LLC with notifications on news.