Leo Wealth, LLC Ishares Russell2000 Val ETF Transaction History

Leo Wealth, LLC

$1.38 Trillion
Q4 2025

A detailed history of Leo Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 2,002 shares of IWN stock, worth $349,689. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,002

Previous 1,651 21.26%

Holding current value

$349,689

Previous $292 Million 24.27%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$172.34 - $181.51 $60,491 - $63,710	351 Added 21.26%	2,002 $363 Million
Q3 2025 Nov 14, 2025	SELL	$157.1 - $178.94 $73,679 - $83,922	-469 Reduced 22.12%	1,651 $292 Million
Q2 2025 Jul 23, 2025	BUY	$131.84 - $157.76 $52,867 - $63,261	401 Added 23.33%	2,120 $335 Million
Q1 2025 May 02, 2025	SELL	$149.27 - $169.4 $37,466 - $42,519	-251 Reduced 12.74%	1,719 $260 Million
Q4 2024 Jan 27, 2025	SELL	$162.69 - $181.35 $7,646 - $8,523	-47 Reduced 2.33%	1,970 $323 Million

Q3 2024 Oct 21, 2024	BUY	$150.05 - $171.34 $1,050 - $1,199	7 Added 0.35%	2,017 $336 Million
Q2 2024 Jul 17, 2024	BUY	$146.03 - $158.93 $876 - $953	6 Added 0.3%	2,010 $306 Million
Q1 2024 May 09, 2024	SELL	$145.61 - $158.81 $27,811 - $30,332	-191 Reduced 8.7%	2,004 $318 Million
Q4 2023 Mar 14, 2024	BUY	$125.51 - $158.2 $275,494 - $347,249	2,195 New	2,195 $340 Million

Others Institutions Holding IWN

# of Institutions

1,133

Shares Held

54M

Call Options Held

154K

Put Options Held

25.3K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

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