Squire Investment Management Company, LLC Ishares Russell2000 Val ETF Transaction History

Squire Investment Management Company, LLC

$307 Billion
Q3 2025

A detailed history of Squire Investment Management Company, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 8,216 shares of IWN stock, worth $1.44 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

8,216

Previous 8,216 -0.0%

Holding current value

$1.44 Million

Previous $1.3 Billion 12.08%

% of portfolio

0.47%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$149.27 - $169.4 $374,667 - $425,194	2,510 Added 43.99%	8,216 $1.24 Billion
Q4 2024 Jan 30, 2025	BUY	$162.69 - $181.35 $52,060 - $58,032	320 Added 5.94%	5,706 $937 Million
Q3 2024 Nov 06, 2024	BUY	$150.05 - $171.34 $73,074 - $83,442	487 Added 9.94%	5,386 $898 Million
Q2 2024 Aug 01, 2024	BUY	$146.03 - $158.93 $38,405 - $41,798	263 Added 5.67%	4,899 $746 Million
Q1 2024 Aug 01, 2024	BUY	$145.61 - $158.81 $29,122 - $31,762	200 Added 4.51%	4,636 $736 Million

Q4 2023 Aug 01, 2024	BUY	$125.51 - $158.2 $556,762 - $701,775	4,436 New	4,436 $689 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

Ticker IWN
Sector ETFs
Industry ETFs

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Squire Investment Management Company, LLC Ishares Russell2000 Val ETF Transaction History