A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,783 shares of IWN stock, worth $297,243. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,783
Holding current value
$297,243
% of portfolio
0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$150.05 - $171.34 $267,539 - $305,499
1,783 New
1,783 $297 Million
Q3 2022

Sep 11, 2024

SELL
$128.93 - $159.38 $206,159 - $254,848
-1,599 Closed
0 $0
Q2 2022

Sep 11, 2024

SELL
$134.47 - $162.71 $57,956 - $70,128
-431 Reduced 21.23%
1,599 $218 Million
Q1 2022

Sep 11, 2024

BUY
$151.25 - $169.21 $1,966 - $2,199
13 Added 0.64%
2,030 $328 Million
Q3 2021

Sep 10, 2024

BUY
$152.99 - $167.43 $11,168 - $12,222
73 Added 3.76%
2,017 $323 Million
Q2 2021

Sep 10, 2024

BUY
$156.91 - $173.97 $13,023 - $14,439
83 Added 4.46%
1,944 $322 Million
Q1 2021

Sep 10, 2024

BUY
$130.0 - $169.53 $14,300 - $18,648
110 Added 6.28%
1,861 $297 Million
Q4 2020

Sep 10, 2024

BUY
$100.9 - $132.3 $176,675 - $231,657
1,751 New
1,751 $231 Million

Others Institutions Holding IWN

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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