Wealth Architects, LLC Ishares Russell2000 Val ETF Transaction History

Wealth Architects, LLC

$846 Million
Q1 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 $2.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

15,055

Previous 27,434 45.12%

Holding current value

$2.3 Million

Previous $4.14 Million 45.11%

% of portfolio

0.27%

Previous 0.02%

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

1,098

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

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Account

Wealth Architects, LLC Ishares Russell2000 Val ETF Transaction History