A detailed history of Stifel Financial Corp transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Stifel Financial Corp holds 10,601 shares of IWX stock, worth $945,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,601
Previous 10,311 2.81%
Holding current value
$945,715
Previous $868,000 7.26%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$83.04 - $87.88 $24,081 - $25,485
290 Added 2.81%
10,601 $931,000
Q2 2025

Aug 14, 2025

BUY
$73.26 - $84.19 $511,940 - $588,319
6,988 Added 210.29%
10,311 $868,000
Q1 2025

May 13, 2025

BUY
$78.54 - $84.86 $260,988 - $281,989
3,323 New
3,323 $273,000
Q3 2019

Nov 13, 2019

SELL
$51.81 - $55.72 $1.29 Million - $1.38 Million
-24,822 Closed
0 $0
Q2 2019

Aug 14, 2019

BUY
$50.99 - $54.59 $1.27 Million - $1.36 Million
24,822 New
24,822 $1.34 Million

Others Institutions Holding IWX

About ISHARES TR RUSSELL 200 VALUE E


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

Track Stifel Financial Corp Portfolio

Follow Stifel Financial Corp 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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.