Redmont Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History

Redmont Wealth Advisors LLC

$50.2 Million
Q1 2025

A detailed history of Redmont Wealth Advisors LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 503 shares of IWN stock, worth $81,018. This represents 0.15% of its overall portfolio holdings.

Number of Shares

503

Previous 1,818 72.33%

Holding current value

$81,018

Previous $298,000 74.83%

% of portfolio

0.15%

Previous 0.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$149.27 - $169.4 $196,290 - $222,761	-1,315 Reduced 72.33%	503 $75,000
Q4 2024 Jan 17, 2025	SELL	$162.69 - $181.35 $304,230 - $339,124	-1,870 Reduced 50.7%	1,818 $298,000
Q3 2024 Oct 16, 2024	SELL	$150.05 - $171.34 $197,015 - $224,969	-1,313 Reduced 26.25%	3,688 $615,000
Q2 2024 Jul 10, 2024	SELL	$146.03 - $158.93 $1.1 Million - $1.2 Million	-7,551 Reduced 60.16%	5,001 $761,000
Q1 2024 Apr 19, 2024	SELL	$145.61 - $158.81 $1.34 Million - $1.46 Million	-9,223 Reduced 42.36%	12,552 $1.99 Million
Q4 2023 Jan 31, 2024	SELL	$125.51 - $158.2 $91,371 - $115,169	-728 Reduced 3.24%	21,775 $3.38 Million
Q3 2023 Oct 25, 2023	SELL	$133.8 - $151.24 $302,521 - $341,953	-2,261 Reduced 9.13%	22,503 $3.05 Million
Q2 2023 Jul 20, 2023	BUY	$128.93 - $142.33 $408,063 - $450,474	3,165 Added 14.65%	24,764 $3.49 Million
Q1 2023 Apr 21, 2023	SELL	$130.78 - $156.96 $594,264 - $713,226	-4,544 Reduced 17.38%	21,599 $2.96 Million
Q4 2022 Feb 14, 2023	SELL	$131.32 - $149.64 $386,606 - $440,540	-2,944 Reduced 10.12%	26,143 $3.63 Million
Q3 2022 Nov 14, 2022	BUY	$128.93 - $159.38 $850,035 - $1.05 Million	6,593 Added 29.31%	29,087 $3.75 Million
Q2 2022 Aug 15, 2022	BUY	$134.47 - $162.71 $250,786 - $303,454	1,865 Added 9.04%	22,494 $3.06 Million
Q1 2022 May 16, 2022	BUY	$151.25 - $169.21 $1.24 Million - $1.38 Million	8,175 Added 65.64%	20,629 $3.33 Million
Q4 2021 Feb 14, 2022	BUY	$157.31 - $176.88 $1.96 Million - $2.2 Million	12,454 New	12,454 $2.07 Million

Others Institutions Holding IWN

# of Institutions

1,086

Shares Held

59M

Call Options Held

453K

Put Options Held

29.6K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Redmont Wealth Advisors LLC Ishares Russell2000 Val ETF Transaction History