Emergent Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Emergent Wealth Advisors, LLC

$173 Billion
Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 2,385 shares of IWN stock, worth $416,587. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,385

Previous 2,375 0.42%

Holding current value

$416,587

Previous $375 Million 12.57%

% of portfolio

0.24%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$157.1 - $178.94 $1,571 - $1,789	10 Added 0.42%	2,385 $422 Million
Q2 2025 Oct 30, 2025	BUY	$131.84 - $157.76 $1,450 - $1,735	11 Added 0.47%	2,375 $375 Million
Q1 2025 Oct 30, 2025	BUY	$149.27 - $169.4 $1,044 - $1,185	7 Added 0.3%	2,364 $357 Million
Q4 2024 Oct 30, 2025	BUY	$162.69 - $181.35 $383,460 - $427,441	2,357 New	2,357 $387 Million
Q3 2024 Dec 15, 2025	SELL	$150.05 - $171.34 $6,152 - $7,024	-41 Reduced 1.72%	2,345 $391 Million

Q2 2024 Dec 15, 2025	BUY	$146.03 - $158.93 $2,628 - $2,860	18 Added 0.76%	2,386 $363 Million
Q1 2024 Dec 17, 2025	SELL	$145.61 - $158.81 $1,310 - $1,429	-9 Reduced 0.38%	2,376 $377 Million
Q4 2023 Dec 15, 2025	SELL	$125.51 - $158.2 $2,133 - $2,689	-17 Reduced 0.71%	2,368 $368 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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Emergent Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History