Frederick Financial Consultants, LLC Ishares Russell2000 Val ETF Transaction History

Frederick Financial Consultants, LLC

$178 Billion
Q3 2025

A detailed history of Frederick Financial Consultants, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 7,839 shares of IWN stock, worth $1.37 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

7,839

Previous 7,838 0.01%

Holding current value

$1.37 Million

Previous $1.24 Billion 12.09%

% of portfolio

0.78%

Previous 0.77%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$157.1 - $178.94 $157 - $178	1 Added 0.01%	7,839 $1.39 Billion
Q2 2025 Aug 04, 2025	SELL	$131.84 - $157.76 $5,800 - $6,941	-44 Reduced 0.56%	7,838 $1.24 Billion
Q1 2025 May 02, 2025	BUY	$149.27 - $169.4 $298 - $338	2 Added 0.03%	7,882 $1.19 Billion
Q4 2024 Feb 13, 2025	BUY	$162.69 - $181.35 $1.28 Million - $1.43 Million	7,880 New	7,880 $1.29 Billion

Others Institutions Holding IWN

# of Institutions

1,124

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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Frederick Financial Consultants, LLC Ishares Russell2000 Val ETF Transaction History