Fiduciary Financial Group, LLC Ishares Russell2000 Val ETF Transaction History

Fiduciary Financial Group, LLC

$708 Billion
Q4 2025

A detailed history of Fiduciary Financial Group, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 3,444 shares of IWN stock, worth $601,563. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,444

Previous 3,436 0.23%

Holding current value

$601,563

Previous $608 Million 2.73%

% of portfolio

0.09%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$172.34 - $181.51 $1,378 - $1,452	8 Added 0.23%	3,444 $624 Million
Q3 2025 Oct 09, 2025	SELL	$157.1 - $178.94 $90,489 - $103,069	-576 Reduced 14.36%	3,436 $608 Million
Q2 2025 Jul 02, 2025	BUY	$131.84 - $157.76 $21,094 - $25,241	160 Added 4.15%	4,012 $646 Million
Q1 2025 Apr 14, 2025	BUY	$149.27 - $169.4 $9,702 - $11,011	65 Added 1.72%	3,852 $524 Million
Q4 2024 Jan 13, 2025	SELL	$162.69 - $181.35 $2,114 - $2,357	-13 Reduced 0.34%	3,787 $606 Million

Q3 2024 Oct 09, 2024	SELL	$150.05 - $171.34 $108,486 - $123,878	-723 Reduced 15.98%	3,800 $621 Million
Q2 2024 Jul 17, 2024	BUY	$146.03 - $158.93 $660,493 - $718,840	4,523 New	4,523 $764 Million

Others Institutions Holding IWN

# of Institutions

1,137

Shares Held

53.1M

Call Options Held

154K

Put Options Held

25.3K

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About ISHARES RUSSELL2000 VAL ETF

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Fiduciary Financial Group, LLC Ishares Russell2000 Val ETF Transaction History