Lwm Advisors Inc Ishares Russell2000 Val ETF Transaction History

Lwm Advisors Inc

  • $114 Billion
  • Q4 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lwm Advisors Inc holds 38,159 shares of IWN stock, worth $6.67 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares
38,159
Previous 37,400 2.03%
Holding current value
$6.67 Million
Previous $6.61 Billion 4.57%
% of portfolio
6.08%
Previous 5.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$172.34 - $181.51 $130,806 - $137,766
759 Added 2.03%
38,159 $6.91 Billion
Q3 2025

Oct 06, 2025
BUY
$157.1 - $178.94 $184,278 - $209,896
1,173 Added 3.24%
37,400 $6.61 Billion
Q2 2025

Jul 07, 2025
SELL
$131.84 - $157.76 $50,362 - $60,264
-382 Reduced 1.04%
36,227 $5.72 Billion
Q1 2025

May 13, 2025
BUY
$149.27 - $169.4 $64,186 - $72,842
430 Added 1.19%
36,609 $5.46 Billion
Q4 2024

May 13, 2025
BUY
$162.69 - $181.35 $5.89 Million - $6.56 Million
36,179 New
36,179 $5.94 Billion

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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