A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 4,596 shares of IWN stock, worth $700,660. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,596
Holding current value
$700,660
% of portfolio
0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$145.61 - $158.81 $669,223 - $729,890
4,596 New
4,596 $730 Million
Q3 2023

Nov 07, 2023

BUY
$133.8 - $151.24 $201,636 - $227,918
1,507 Added 52.15%
4,397 $596 Million
Q2 2023

Sep 06, 2023

BUY
$128.93 - $142.33 $3,094 - $3,415
24 Added 0.84%
2,890 $407 Million
Q1 2023

Sep 06, 2023

BUY
$130.78 - $156.96 $374,815 - $449,847
2,866 New
2,866 $393 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


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

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.