Windsor Advisory Group, LLC Ishares Russell2000 Val ETF Transaction History

Windsor Advisory Group, LLC

  • $113 Billion
  • Q3 2025

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 474 shares of IWN stock, worth $82,793. This represents 0.07% of its overall portfolio holdings.

Number of Shares
474
Previous 474 -0.0%
Holding current value
$82,793
Previous $74.8 Million 12.08%
% of portfolio
0.07%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Jun 13, 2023
SELL
$130.78 - $156.96 $104,231 - $125,097
-797 Reduced 62.71%
474 $64.9 Million
Q4 2022

Jun 13, 2023
BUY
$131.32 - $149.64 $166,907 - $190,192
1,271 New
1,271 $176 Million

Others Institutions Holding IWN

# of Institutions
1,125
Shares Held
54.4M
Call Options Held
152K
Put Options Held
25.3K
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 Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, 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 Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email