Lbj Family Wealth Advisors, Ltd. Ishares Russell2000 Val ETF Transaction History

Lbj Family Wealth Advisors, Ltd.

  • $182 Million
  • Q4 2025

A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 62,127 shares of IWN stock, worth $10.9 Million. This represents 6.19% of its overall portfolio holdings.

Number of Shares
62,127
Previous 62,284 0.25%
Holding current value
$10.9 Million
Previous $11 Million 2.23%
% of portfolio
6.19%
Previous 6.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 02, 2026
SELL
$172.34 - $181.51 $27,057 - $28,497
-157 Reduced 0.25%
62,127 $11.3 Million
Q3 2025

Oct 07, 2025
SELL
$157.1 - $178.94 $43,673 - $49,745
-278 Reduced 0.44%
62,284 $11 Million
Q2 2025

Jul 07, 2025
BUY
$131.84 - $157.76 $24,390 - $29,185
185 Added 0.3%
62,562 $9.87 Million
Q1 2025

Apr 01, 2025
BUY
$149.27 - $169.4 $14,777 - $16,770
99 Added 0.16%
62,377 $9.42 Million
Q4 2024

Apr 01, 2025
SELL
$162.69 - $181.35 $322,451 - $359,435
-1,982 Reduced 3.08%
62,278 $10.2 Million
Q3 2024

Apr 01, 2025
SELL
$150.05 - $171.34 $9,453 - $10,794
-63 Reduced 0.1%
62,870 $10.5 Million
Q2 2024

Apr 01, 2025
BUY
$146.03 - $158.93 $81,192 - $88,365
556 Added 0.89%
62,933 $9.59 Million
Q1 2024

Apr 02, 2024
BUY
$145.61 - $158.81 $22,132 - $24,139
152 Added 0.24%
64,260 $10.2 Million
Q4 2023

Jan 03, 2024
SELL
$125.51 - $158.2 $218,387 - $275,268
-1,740 Reduced 2.64%
64,108 $9.96 Million
Q3 2023

Oct 10, 2023
SELL
$133.8 - $151.24 $136,208 - $153,962
-1,018 Reduced 1.52%
65,848 $8.93 Million
Q2 2023

Jul 03, 2023
SELL
$128.93 - $142.33 $259,149 - $286,083
-2,010 Reduced 2.92%
66,866 $9.42 Million
Q1 2023

Apr 11, 2023
BUY
$130.78 - $156.96 $36,749 - $44,105
281 Added 0.41%
68,876 $9.44 Million
Q4 2022

Jan 04, 2023
BUY
$131.32 - $149.64 $5.34 Million - $6.09 Million
40,694 Added 145.85%
68,595 $9.51 Million
Q3 2022

Oct 03, 2022
SELL
$128.93 - $159.38 $5.41 Million - $6.69 Million
-41,966 Reduced 60.07%
27,901 $5.76 Million
Q2 2022

Jul 06, 2022
SELL
$134.47 - $162.71 $3,899 - $4,718
-29 Reduced 0.04%
69,867 $9.51 Million
Q1 2022

Apr 13, 2022
BUY
$151.25 - $169.21 $8,016 - $8,968
53 Added 0.08%
69,896 $10.8 Million
Q4 2021

Jan 12, 2022
BUY
$157.31 - $176.88 $399,252 - $448,921
2,538 Added 3.77%
69,843 $11.6 Million
Q2 2021

Jul 02, 2021
SELL
$156.91 - $173.97 $427,893 - $474,416
-2,727 Reduced 3.89%
67,305 $11.2 Million
Q1 2021

Apr 13, 2021
BUY
$130.0 - $169.53 $14,690 - $19,156
113 Added 0.16%
70,032 $11.2 Million
Q4 2020

Jan 13, 2021
BUY
$100.9 - $132.3 $21,592 - $28,312
214 Added 0.31%
69,919 $9.21 Million
Q3 2020

Oct 05, 2020
BUY
$91.58 - $108.28 $35,716 - $42,229
390 Added 0.56%
69,705 $6.92 Million
Q2 2020

Jul 01, 2020
BUY
$74.44 - $109.12 $21,215 - $31,099
285 Added 0.41%
69,315 $6.76 Million
Q1 2020

Apr 02, 2020
BUY
$71.79 - $129.5 $22,542 - $40,663
314 Added 0.46%
69,030 $5.66 Million
Q4 2019

Jan 09, 2020
BUY
$115.48 - $129.0 $48,270 - $53,922
418 Added 0.61%
68,716 $8.76 Million
Q3 2019

Oct 01, 2019
SELL
$110.84 - $123.96 $30,148 - $33,717
-272 Reduced 0.4%
68,298 $8.16 Million
Q2 2019

Jul 18, 2019
BUY
$114.14 - $126.06 $172,579 - $190,602
1,512 Added 2.25%
68,570 $8.14 Million
Q1 2019

Apr 03, 2019
BUY
$107.18 - $125.8 $74,811 - $87,808
698 Added 1.05%
67,058 $8.04 Million
Q4 2018

Jan 11, 2019
BUY
$102.04 - $131.92 $152,141 - $196,692
1,491 Added 2.3%
66,360 $7.14 Million
Q3 2018

Oct 01, 2018
SELL
$132.46 - $137.1 $10,596 - $10,968
-80 Reduced 0.12%
64,869 $8.63 Million
Q1 2018

Apr 03, 2018
BUY
$118.48 - $130.86 $32,463 - $35,855
274 Added 0.42%
64,949 $7.92 Million
Q4 2017

Jan 02, 2018
BUY
$121.05 - $128.04 $48,298 - $51,087
399 Added 0.62%
64,675 $8.13 Million
Q3 2017

Oct 03, 2017
BUY
$121.64 - $124.12 $7.82 Million - $7.98 Million
64,276
64,276 $7.98 Million

Others Institutions Holding IWN

# of Institutions
1,124
Shares Held
54.4M
Call Options Held
154K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
Track This Portfolio

Track Lbj Family Wealth Advisors, Ltd. Portfolio

Follow Lbj Family Wealth Advisors, Ltd. 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 Lbj Family Wealth Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Lbj Family Wealth Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email