Summit Financial Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 1,484 shares of IWN stock, worth $262,415. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,484
Previous 1,484 -0.0%
Holding current value
$262,415
Previous $234,000 11.97%
% of portfolio
0.04%
Previous 0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 29, 2025
BUY
$131.84 - $157.76 $195,650 - $234,115
1,484 New
1,484 $234,000

Others Institutions Holding IWN

# of Institutions
1,098
Shares Held
56.4M
Call Options Held
337K
Put Options Held
19.7K
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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