Wealth Architects, LLC Ishares Russell2000 Val ETF Transaction History

Wealth Architects, LLC

$906 Million
Q2 2025

A detailed history of Wealth Architects, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 15,055 shares of IWN stock, worth $2.49 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

15,055

Previous 15,055 -0.0%

Holding current value

$2.49 Million

Previous $2.27 Million 4.49%

% of portfolio

0.26%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$149.27 - $169.4 $1.85 Million - $2.1 Million	-12,379 Reduced 45.12%	15,055 $2.27 Million
Q1 2025 May 12, 2025	BUY	$149.27 - $169.4 $1.85 Million - $2.1 Million	12,379 Added 82.23%	27,434 $4.14 Million
Q4 2024 Feb 10, 2025	SELL	$162.69 - $181.35 $29,934 - $33,368	-184 Reduced 1.21%	15,055 $2.47 Million
Q1 2024 May 13, 2024	BUY	$145.61 - $158.81 $9,027 - $9,846	62 Added 0.41%	15,239 $2.42 Million
Q4 2023 Feb 14, 2024	SELL	$125.51 - $158.2 $23,846 - $30,057	-190 Reduced 1.24%	15,177 $2.36 Million
Q3 2023 Nov 09, 2023	BUY	$133.8 - $151.24 $12,042 - $13,611	90 Added 0.59%	15,367 $2.08 Million
Q4 2022 Feb 09, 2023	SELL	$131.32 - $149.64 $18,384 - $20,949	-140 Reduced 0.91%	15,277 $2.12 Million
Q1 2020 Apr 23, 2020	BUY	$71.79 - $129.5 $1.11 Million - $2 Million	15,417 New	15,417 $1.27 Million

Others Institutions Holding IWN

# of Institutions

1,097

Shares Held

59.6M

Call Options Held

453K

Put Options Held

29.6K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Wealth Architects, LLC Ishares Russell2000 Val ETF Transaction History