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 3,688 shares of IWN stock, worth $652,038. This represents 0.99% of its overall portfolio holdings.

Number of Shares
3,688
Previous 5,001 26.25%
Holding current value
$652,038
Previous $761,000 19.19%
% of portfolio
0.99%
Previous 1.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL2000 VAL ETF


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

Track Redmont Wealth Advisors LLC Portfolio

Follow Redmont Wealth Advisors 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 Redmont Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redmont Wealth Advisors LLC with notifications on news.