Zrc Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 3,809 shares of IWN stock, worth $665,318. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,809
Previous 3,801 0.21%
Holding current value
$665,318
Previous $600 Million 12.3%
% of portfolio
0.24%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$157.1 - $178.94 $1,256 - $1,431
8 Added 0.21%
3,809 $673 Million
Q2 2025

Jul 08, 2025
BUY
$131.84 - $157.76 $220,304 - $263,616
1,671 Added 78.45%
3,801 $600 Million
Q4 2024

Jan 28, 2025
SELL
$162.69 - $181.35 $325 - $362
-2 Reduced 0.09%
2,130 $350 Million
Q1 2024

Apr 19, 2024
SELL
$145.61 - $158.81 $60,428 - $65,906
-415 Reduced 16.29%
2,132 $339 Million
Q4 2023

Jan 16, 2024
BUY
$125.51 - $158.2 $256,918 - $323,835
2,047 Added 409.4%
2,547 $345 Million
Q1 2023

May 04, 2023
BUY
$130.78 - $156.96 $65,390 - $78,480
500 New
500 $68.5 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
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