Strategies Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,721 shares of IWN stock, worth $569,350. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,721

Previous 3,709 0.32%

Holding current value

$569,350

Previous $622 Million 9.64%

% of portfolio

0.07%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$149.27 - $169.4 $1,791 - $2,032	12 Added 0.32%	3,721 $562 Million
Q4 2024 Feb 13, 2025	BUY	$162.69 - $181.35 $10,249 - $11,425	63 Added 1.73%	3,709 $622 Million
Q3 2024 Oct 07, 2024	BUY	$150.05 - $171.34 $2,850 - $3,255	19 Added 0.52%	3,646 $608 Million
Q2 2024 Jul 29, 2024	BUY	$146.03 - $158.93 $2,336 - $2,542	16 Added 0.44%	3,627 $552 Million
Q1 2024 Apr 22, 2024	BUY	$145.61 - $158.81 $62,903 - $68,605	432 Added 13.59%	3,611 $573 Million
Q4 2023 Jan 22, 2024	BUY	$125.51 - $158.2 $5,020 - $6,328	40 Added 1.27%	3,179 $494 Million
Q3 2023 Oct 10, 2023	SELL	$133.8 - $151.24 $119,884 - $135,511	-896 Reduced 22.21%	3,139 $425 Million
Q2 2023 Jul 12, 2023	BUY	$128.93 - $142.33 $117,326 - $129,520	910 Added 29.12%	4,035 $568 Million
Q1 2023 Jun 27, 2023	SELL	$130.78 - $156.96 $17,393 - $20,875	-133 Reduced 4.08%	3,125 $428 Million
Q4 2022 Jun 27, 2023	SELL	$131.32 - $149.64 $52,396 - $59,706	-399 Reduced 10.91%	3,258 $452 Million
Q2 2022 Jun 27, 2023	BUY	$134.47 - $162.71 $2,017 - $2,440	15 Added 0.41%	3,657 $498 Million
Q1 2022 Jun 27, 2023	BUY	$151.25 - $169.21 $2,571 - $2,876	17 Added 0.47%	3,642 $588 Million
Q4 2021 Jun 26, 2023	BUY	$157.31 - $176.88 $570,248 - $641,190	3,625 New	3,625 $602 Million

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

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Strategies Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History