Marion Wealth Management Ishares Russell2000 Val ETF Transaction History

Marion Wealth Management

$375 Million
Q4 2024

A detailed history of Marion Wealth Management transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Marion Wealth Management holds 48,431 shares of IWN stock, worth $7.86 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

48,431

Previous 47,806 1.31%

Holding current value

$7.86 Million

Previous $7.97 Million 0.3%

% of portfolio

2.12%

Previous 2.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$162.69 - $181.35 $101,681 - $113,343	625 Added 1.31%	48,431 $7.95 Million
Q3 2024 Oct 07, 2024	BUY	$150.05 - $171.34 $239,029 - $272,944	1,593 Added 3.45%	47,806 $7.97 Million
Q2 2024 Jul 09, 2024	SELL	$146.03 - $158.93 $29,936 - $32,580	-205 Reduced 0.44%	46,213 $7.04 Million
Q1 2024 Apr 08, 2024	SELL	$145.61 - $158.81 $582 - $635	-4 Reduced 0.01%	46,418 $7.37 Million
Q4 2023 Jan 10, 2024	BUY	$125.51 - $158.2 $214,998 - $270,996	1,713 Added 3.83%	46,422 $7.21 Million
Q3 2023 Oct 18, 2023	BUY	$133.8 - $151.24 $132,060 - $149,273	987 Added 2.26%	44,709 $6.06 Million
Q2 2023 Jul 24, 2023	BUY	$128.93 - $142.33 $209,511 - $231,286	1,625 Added 3.86%	43,722 $6.16 Million
Q1 2023 Apr 24, 2023	BUY	$130.78 - $156.96 $311,648 - $374,035	2,383 Added 6.0%	42,097 $5.77 Million
Q4 2022 Jan 19, 2023	BUY	$131.32 - $149.64 $881,025 - $1 Million	6,709 Added 20.33%	39,714 $0
Q3 2022 Nov 10, 2022	BUY	$128.93 - $159.38 $351,978 - $435,107	2,730 Added 9.02%	33,005 $4.26 Million
Q2 2022 Jul 27, 2022	SELL	$134.47 - $162.71 $703,143 - $850,810	-5,229 Reduced 14.73%	30,275 $4.12 Million
Q1 2022 Apr 08, 2022	SELL	$151.25 - $169.21 $15,427 - $17,259	-102 Reduced 0.29%	35,504 $5.73 Million
Q4 2021 Feb 14, 2022	BUY	$157.31 - $176.88 $5.6 Million - $6.3 Million	35,606 New	35,606 $5.91 Million

Others Institutions Holding IWN

# of Institutions

1,143

Shares Held

62.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

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Marion Wealth Management Ishares Russell2000 Val ETF Transaction History