Roger Wittlin Investment Advisory, LLC Ishares Russell2000 Val ETF Transaction History

Roger Wittlin Investment Advisory, LLC

  • $168 Million
  • Q1 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 3,504 shares of IWN stock, worth $536,147. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,504
Previous 4,598 23.79%
Holding current value
$536,147
Previous $754,000 29.84%
% of portfolio
0.31%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$149.27 - $169.4 $163,301 - $185,323
-1,094 Reduced 23.79%
3,504 $529,000
Q4 2024

Feb 12, 2025
BUY
$162.69 - $181.35 $364,262 - $406,042
2,239 Added 94.91%
4,598 $754,000
Q3 2024

Nov 08, 2024
BUY
$150.05 - $171.34 $353,967 - $404,191
2,359 New
2,359 $393,000

Others Institutions Holding IWN

# of Institutions
1,097
Shares Held
59.9M
Call Options Held
453K
Put Options Held
29.6K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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