Watts Gwilliam & Co., LLC Ishares Russell2000 Val ETF Transaction History

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 3,139 shares of IWN stock, worth $555,069. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,139
Previous 3,180 1.29%
Holding current value
$555,069
Previous $480,000 3.13%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Sep 19, 2025
SELL
$131.84 - $157.76 $5,405 - $6,468
-41 Reduced 1.29%
3,139 $495,000
Q1 2025

May 13, 2025
BUY
$149.27 - $169.4 $447 - $508
3 Added 0.09%
3,180 $480,000
Q4 2024

Jan 08, 2025
BUY
$162.69 - $181.35 $650 - $725
4 Added 0.13%
3,177 $522 Million
Q3 2024

Oct 09, 2024
SELL
$150.05 - $171.34 $31,510 - $35,981
-210 Reduced 6.21%
3,173 $519 Million
Q1 2024

May 15, 2024
BUY
$145.61 - $158.81 $492,598 - $537,254
3,383 New
3,383 $534 Million

Others Institutions Holding IWN

# of Institutions
1,114
Shares Held
56.1M
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
Track This Portfolio

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email