Private Wealth Asset Management, LLC Ishares Russell2000 Val ETF Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 5,876 shares of IWN stock, worth $1.03 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,876
Previous 6,098 3.64%
Holding current value
$1.03 Million
Previous $962 Million 99.89%
% of portfolio
0.13%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$157.1 - $178.94 $34,876 - $39,724
-222 Reduced 3.64%
5,876 $1.04 Million
Q2 2025

Jul 28, 2025
BUY
$131.84 - $157.76 $1,582 - $1,893
12 Added 0.2%
6,098 $962 Million
Q1 2025

May 15, 2025
BUY
$149.27 - $169.4 $908,457 - $1.03 Million
6,086 New
6,086 $919 Million

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
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 Private Wealth Asset Management, LLC Portfolio

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

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email