Alan S. Lowenthal bought iShares Russell 2000 Value ETF (IWN) [ST] (IWN)
Alan S. Lowenthal (D-CA), a U.S. Representative, has disclosed 11 trades in iShares Russell 2000 Value ETF (IWN) [ST] (IWN) since 2020, 6 purchases and 5 sales, worth an estimated $178K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Alan S. Lowenthal bought $1,001 - $15,000 of iShares Russell 2000 Value ETF (IWN) [ST] (IWN) on November 9, 2020. Since that trade, IWN is up +112.41% against the S&P 500 up +121.95%, an outperformance of -9.54%.
Across these filings, Alan S. Lowenthal has been a net buyer of IWN (a buy-to-sell ratio of 1.20). The most recent disclosed IWN transaction shown was dated June 16, 2022. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Alan S. Lowenthal's IWN trades vs the price
IWN is up +112.41% since Alan S. Lowenthal bought on November 9, 2020, versus +121.95% for the S&P 500.
Performance since this trade
All Alan S. Lowenthal IWN trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Alan S. Lowenthal & IWN trading FAQ
Is it legal for Alan S. Lowenthal to trade iShares Russell 2000 Value ETF (IWN) [ST] (IWN) stock?
Yes. Members of Congress are allowed to trade individual stocks, including iShares Russell 2000 Value ETF (IWN) [ST] (IWN), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Alan S. Lowenthal buy IWN?
Alan S. Lowenthal disclosed a purchase of $1,001 - $15,000 of iShares Russell 2000 Value ETF (IWN) [ST] (IWN) on November 9, 2020, according to public STOCK Act filings.
How has IWN performed since Alan S. Lowenthal's trade?
Since Alan S. Lowenthal bought IWN on November 9, 2020, the stock is up +112.41%, versus +121.95% for the S&P 500 over the same period, an outperformance of -9.54%.
How many times has Alan S. Lowenthal traded IWN?
Alan S. Lowenthal has disclosed 11 IWN trades since 2020 (6 purchases and 5 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional IWN trades?
Quantellect tracks every disclosed congressional trade in iShares Russell 2000 Value ETF (IWN) [ST] (IWN) on the iShares Russell 2000 Value ETF (IWN) [ST] congressional trading page, which aggregates filings across all members of Congress.
Alan S. Lowenthal's IWN tradesAll congressional filings for iShares Russell 2000 Value ETF (IWN) [ST]Alan S. Lowenthal's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.