A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 3,625 shares of IWN stock, worth $604,323. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,625
Previous 3,600 0.69%
Holding current value
$604,323
Previous $571,000 3.33%
% of portfolio
0.24%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$146.03 - $158.93 $3,650 - $3,973
25 Added 0.69%
3,625 $552,000
Q1 2024

May 13, 2024

BUY
$145.61 - $158.81 $29,850 - $32,556
205 Added 6.04%
3,600 $571,000
Q4 2023

Feb 13, 2024

SELL
$125.51 - $158.2 $16,190 - $20,407
-129 Reduced 3.66%
3,395 $527,000
Q2 2023

Aug 09, 2023

SELL
$128.93 - $142.33 $7,735 - $8,539
-60 Reduced 1.67%
3,524 $496,000
Q1 2023

May 02, 2023

BUY
$130.78 - $156.96 $3,923 - $4,708
30 Added 0.84%
3,584 $491,000
Q4 2022

Feb 02, 2023

SELL
$131.32 - $149.64 $1,969 - $2,244
-15 Reduced 0.42%
3,554 $492,000
Q3 2022

Nov 07, 2022

SELL
$128.93 - $159.38 $6,833 - $8,447
-53 Reduced 1.46%
3,569 $460,000
Q2 2022

Aug 15, 2022

BUY
$134.47 - $162.71 $487,050 - $589,335
3,622 New
3,622 $493,000

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intrepid Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.