Brandywine Oak Private Wealth LLC Ishares Russell2000 Val ETF Transaction History

Brandywine Oak Private Wealth LLC

$1.15 Billion
Q3 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 2,721 shares of IWN stock, worth $475,277. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,721

Previous 2,721 -0.0%

Holding current value

$475,277

Previous $429,000 12.12%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$131.84 - $157.76 $358,736 - $429,264	2,721 New	2,721 $429,000
Q2 2023 Aug 11, 2023	SELL	$128.93 - $142.33 $332,381 - $366,926	-2,578 Reduced 54.85%	2,122 $298,000
Q4 2022 Feb 06, 2023	BUY	$131.32 - $149.64 $54,366 - $61,950	414 Added 9.66%	4,700 $651,000
Q3 2022 Nov 10, 2022	BUY	$128.93 - $159.38 $309,689 - $382,830	2,402 Added 127.49%	4,286 $552,000
Q2 2022 Jul 22, 2022	BUY	$134.47 - $162.71 $253,341 - $306,545	1,884 New	1,884 $256,000

Q1 2019 May 09, 2019	SELL	$107.18 - $125.8 $15,862 - $18,618	-148 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$102.04 - $131.92 $15,101 - $19,524	148 New	148 $15,000

Others Institutions Holding IWN

# of Institutions

1,125

Shares Held

54.4M

Call Options Held

152K

Put Options Held

25.3K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Brandywine Oak Private Wealth LLC Ishares Russell2000 Val ETF Transaction History