Sax Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,565 shares of IWN stock, worth $639,703. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,565

Previous 6,149 42.02%

Holding current value

$639,703

Previous $928,000 39.44%

% of portfolio

0.03%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$131.84 - $157.76 $340,674 - $407,651	-2,584 Reduced 42.02%	3,565 $562,000
Q1 2025 May 14, 2025	BUY	$149.27 - $169.4 $149,419 - $169,569	1,001 Added 19.44%	6,149 $928,000
Q1 2024 May 13, 2024	BUY	$145.61 - $158.81 $8,299 - $9,052	57 Added 1.12%	5,148 $817,000
Q1 2023 May 05, 2023	SELL	$130.78 - $156.96 $91,807 - $110,185	-702 Reduced 12.12%	5,091 $697,000
Q4 2022 Feb 06, 2023	BUY	$131.32 - $149.64 $39,002 - $44,443	297 Added 5.4%	5,793 $803,000
Q2 2022 Aug 11, 2022	SELL	$134.47 - $162.71 $941 - $1,138	-7 Reduced 0.13%	5,496 $748,000
Q1 2022 Apr 20, 2022	SELL	$151.25 - $169.21 $1.68 Million - $1.88 Million	-11,099 Reduced 66.85%	5,503 $888,000
Q4 2021 Feb 07, 2022	SELL	$157.31 - $176.88 $4,247 - $4,775	-27 Reduced 0.16%	16,602 $2.76 Million
Q3 2021 Dec 10, 2021	BUY	$152.99 - $167.43 $1,070 - $1,172	7 Added 0.04%	16,629 $2.66 Million
Q2 2021 Aug 12, 2021	BUY	$156.91 - $173.97 $627 - $695	4 Added 0.02%	16,622 $2.76 Million
Q1 2021 May 14, 2021	BUY	$130.0 - $169.53 $520 - $678	4 Added 0.02%	16,618 $2.65 Million
Q4 2020 Feb 16, 2021	BUY	$100.9 - $132.3 $1.68 Million - $2.2 Million	16,614 New	16,614 $2.19 Million

Others Institutions Holding IWN

# of Institutions

1,093

Shares Held

56.5M

Call Options Held

337K

Put Options Held

19.7K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History