Wealthstream Advisors, Inc. Ishares Russell2000 Val ETF Transaction History

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 3,820 shares of IWN stock, worth $584,498. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,820

Previous 3,820 -0.0%

Holding current value

$584,498

Previous $627,000 8.13%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$125.51 - $158.2 $5,647 - $7,118	45 Added 1.19%	3,820 $593,000
Q2 2023 Aug 02, 2023	BUY	$128.93 - $142.33 $2,062 - $2,277	16 Added 0.43%	3,775 $531,000
Q1 2023 May 02, 2023	BUY	$130.78 - $156.96 $2,484 - $2,982	19 Added 0.51%	3,759 $515,000
Q4 2022 Feb 02, 2023	BUY	$131.32 - $149.64 $3,020 - $3,441	23 Added 0.62%	3,740 $518,000
Q3 2022 Oct 28, 2022	BUY	$128.93 - $159.38 $7,349 - $9,084	57 Added 1.56%	3,717 $479,000
Q2 2022 Aug 05, 2022	BUY	$134.47 - $162.71 $5,513 - $6,671	41 Added 1.13%	3,660 $498,000
Q1 2022 May 10, 2022	BUY	$151.25 - $169.21 $1,663 - $1,861	11 Added 0.3%	3,619 $584,000
Q4 2021 Feb 09, 2022	BUY	$157.31 - $176.88 $567,574 - $638,183	3,608 New	3,608 $599,000

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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Wealthstream Advisors, Inc. Ishares Russell2000 Val ETF Transaction History