Partners In Financial Planning Ishares Russell2000 Val ETF Transaction History

Partners In Financial Planning

$578 Billion
Q3 2025

A detailed history of Partners In Financial Planning transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Partners In Financial Planning holds 1,259 shares of IWN stock, worth $219,909. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,259

Previous 1,270 0.87%

Holding current value

$219,909

Previous $200 Million 11.1%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$157.1 - $178.94 $1,728 - $1,968	-11 Reduced 0.87%	1,259 $223 Million
Q2 2025 Aug 04, 2025	BUY	$131.84 - $157.76 $167,436 - $200,355	1,270 New	1,270 $200 Million
Q4 2024 Feb 12, 2025	BUY	$162.69 - $181.35 $206,453 - $230,133	1,269 New	1,269 $208 Million
Q3 2024 Feb 26, 2025	BUY	$150.05 - $171.34 $190,263 - $217,259	1,268 New	1,268 $212 Million
Q2 2024 Feb 26, 2025	SELL	$146.03 - $158.93 $185,458 - $201,841	-1,270 Closed	0 $0

Q1 2024 Feb 26, 2025	BUY	$145.61 - $158.81 $145 - $158	1 Added 0.08%	1,270 $202 Million
Q3 2022 May 05, 2025	SELL	$128.93 - $159.38 $177,665 - $219,625	-1,378 Closed	0 $0
Q2 2022 May 05, 2025	BUY	$134.47 - $162.71 $185,299 - $224,214	1,378 New	1,378 $203 Million
Q2 2021 May 05, 2025	BUY	$156.91 - $173.97 $201,629 - $223,551	1,285 New	1,285 $213 Million

Others Institutions Holding IWN

# of Institutions

1,125

Shares Held

54.4M

Call Options Held

152K

Put Options Held

25.3K

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About ISHARES RUSSELL2000 VAL ETF

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Partners In Financial Planning Ishares Russell2000 Val ETF Transaction History