Westside Investment Management, Inc. Ishares Russell2000 Val ETF Transaction History

Westside Investment Management, Inc.

$539 Billion
Q2 2025

A detailed history of Westside Investment Management, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 940 shares of IWN stock, worth $168,382. This represents 0.03% of its overall portfolio holdings.

Number of Shares

940

Previous 905 3.87%

Holding current value

$168,382

Previous $137 Million 8.53%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$131.84 - $157.76 $4,614 - $5,521	35 Added 3.87%	940 $148 Million
Q1 2025 Apr 25, 2025	BUY	$149.27 - $169.4 $9,851 - $11,180	66 Added 7.87%	905 $137 Million
Q3 2024 Nov 20, 2024	BUY	$150.05 - $171.34 $5,101 - $5,825	34 Added 4.22%	839 $140 Million
Q2 2024 Jul 17, 2024	BUY	$146.03 - $158.93 $35,777 - $38,937	245 Added 43.75%	805 $123 Million
Q1 2024 Apr 19, 2024	BUY	$145.61 - $158.81 $3,640 - $3,970	25 Added 4.67%	560 $88.9 Million
Q2 2023 Jul 14, 2023	BUY	$128.93 - $142.33 $15,471 - $17,079	120 Added 28.92%	535 $75.3 Million
Q1 2023 May 17, 2023	BUY	$130.78 - $156.96 $23,540 - $28,252	180 Added 76.6%	415 $56.9 Million
Q4 2022 Jan 31, 2023	BUY	$131.32 - $149.64 $26,264 - $29,927	200 Added 571.43%	235 $32,000
Q3 2022 Nov 09, 2022	BUY	$128.93 - $159.38 $4,512 - $5,578	35 New	35 $4,000
Q1 2020 Apr 16, 2020	SELL	$71.79 - $129.5 $43,576 - $78,606	-607 Closed	0 $0
Q4 2018 Feb 05, 2019	SELL	$102.04 - $131.92 $236,630 - $305,922	-2,319 Reduced 79.25%	607 $65,000
Q3 2018 Nov 08, 2018	BUY	$132.46 - $137.1 $307,174 - $317,934	2,319 Added 382.04%	2,926 $440 Million
Q2 2017 Sep 14, 2017	BUY	N/A	407 Added 203.5%	607 $0
Q2 2017 Aug 15, 2017	BUY	N/A	200	200 $0

Others Institutions Holding IWN

# of Institutions

1,096

Shares Held

56.4M

Call Options Held

337K

Put Options Held

19.7K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Westside Investment Management, Inc. Ishares Russell2000 Val ETF Transaction History