Triad Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 2,320 shares of IWN stock, worth $405,234. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,320
Previous 2,204 5.26%
Holding current value
$405,234
Previous $348 Million 17.97%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 30, 2025
BUY
$157.1 - $178.94 $18,223 - $20,757
116 Added 5.26%
2,320 $410 Million
Q2 2025

Jul 21, 2025
SELL
$131.84 - $157.76 $57,482 - $68,783
-436 Reduced 16.52%
2,204 $348 Million
Q1 2025

May 14, 2025
BUY
$149.27 - $169.4 $18,658 - $21,175
125 Added 4.97%
2,640 $399 Million
Q4 2024

Feb 06, 2025
BUY
$162.69 - $181.35 $409,165 - $456,095
2,515 New
2,515 $413 Million
Q2 2024

Jul 18, 2024
BUY
$146.03 - $158.93 $36,507 - $39,732
250 New
250 $38.1 Million

Others Institutions Holding IWN

# of Institutions
1,124
Shares Held
54.4M
Call Options Held
152K
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 Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC 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 Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email