Spire Wealth Management Ishares Russell2000 Val ETF Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Spire Wealth Management holds 2,774 shares of IWN stock, worth $424,449. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,774

Previous 2,794 0.72%

Holding current value

$424,449

Previous $458,000 8.73%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$149.27 - $169.4 $2,985 - $3,388	-20 Reduced 0.72%	2,774 $418,000
Q4 2024 Jan 24, 2025	SELL	$162.69 - $181.35 $16,757 - $18,679	-103 Reduced 3.56%	2,794 $458,000
Q3 2024 Oct 15, 2024	BUY	$150.05 - $171.34 $28,809 - $32,897	192 Added 7.1%	2,897 $483,000
Q2 2024 Jul 31, 2024	SELL	$146.03 - $158.93 $85,865 - $93,450	-588 Reduced 17.86%	2,705 $411,000
Q1 2024 Apr 24, 2024	SELL	$145.61 - $158.81 $26,792 - $29,221	-184 Reduced 5.29%	3,293 $522,000
Q3 2023 Nov 08, 2023	BUY	$133.8 - $151.24 $12,309 - $13,914	92 Added 2.72%	3,477 $471,000
Q2 2023 Aug 09, 2023	SELL	$128.93 - $142.33 $85,093 - $93,937	-660 Reduced 16.32%	3,385 $476,000
Q1 2023 May 09, 2023	BUY	$130.78 - $156.96 $67,744 - $81,305	518 Added 14.69%	4,045 $554,000
Q4 2022 Feb 03, 2023	BUY	$131.32 - $149.64 $35,587 - $40,552	271 Added 8.32%	3,527 $489,000
Q3 2022 Nov 07, 2022	SELL	$128.93 - $159.38 $117,842 - $145,673	-914 Reduced 21.92%	3,256 $420,000
Q2 2022 Jul 22, 2022	SELL	$134.47 - $162.71 $28,373 - $34,331	-211 Reduced 4.82%	4,170 $568,000
Q1 2022 Apr 18, 2022	SELL	$151.25 - $169.21 $112,227 - $125,553	-742 Reduced 14.48%	4,381 $707,000
Q4 2021 Jan 14, 2022	BUY	$157.31 - $176.88 $133,556 - $150,171	849 Added 19.86%	5,123 $851,000
Q3 2021 Oct 22, 2021	BUY	$152.99 - $167.43 $5,354 - $5,860	35 Added 0.83%	4,274 $685,000
Q2 2021 Jul 26, 2021	SELL	$156.91 - $173.97 $120,036 - $133,087	-765 Reduced 15.29%	4,239 $703,000
Q1 2021 May 21, 2021	BUY	$130.0 - $169.53 $650,520 - $848,328	5,004 New	5,004 $799,000

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

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Russell2000 Val ETF Transaction History