A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,788 shares of IWO stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,788
Holding current value
$1.24 Million
% of portfolio
0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$224.16 - $285.86 $849,118 - $1.08 Million
3,788 New
3,788 $1.08 Million
Q1 2021

May 24, 2021

SELL
$282.5 - $336.63 $4.01 Million - $4.78 Million
-14,209 Closed
0 $0
Q4 2020

Feb 18, 2021

SELL
$223.17 - $294.86 $72,530 - $95,829
-325 Reduced 2.24%
14,209 $4.07 Million
Q3 2020

Nov 10, 2020

BUY
$203.91 - $230.98 $2.96 Million - $3.36 Million
14,534 New
14,534 $3.22 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.