Fortis Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Fortis Capital Advisors, LLC

$293 Billion
Q4 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 9,603 shares of IWM stock, worth $2.06 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

9,603

Previous 9,422 1.92%

Holding current value

$2.06 Million

Previous $2.08 Billion 1.55%

% of portfolio

0.72%

Previous 0.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $39,119 - $43,874	181 Added 1.92%	9,603 $2.11 Billion
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $1.43 Million - $1.6 Million	7,140 Added 312.88%	9,422 $2.08 Billion
Q2 2024 Aug 02, 2024	SELL	$192.84 - $209.44 $1.45 Million - $1.57 Million	-7,518 Reduced 76.71%	2,282 $463 Million
Q1 2024 May 08, 2024	BUY	$189.48 - $210.3 $159,163 - $176,652	840 Added 9.38%	9,800 $2.06 Billion
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $1.12 Million - $1.42 Million	6,923 Added 339.86%	8,960 $1.8 Billion
Q3 2023 Nov 14, 2023	SELL	$174.36 - $198.71 $871 - $993	-5 Reduced 0.24%	2,037 $360 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $7,156 - $7,893	42 Added 2.1%	2,042 $382 Million
Q1 2023 May 15, 2023	SELL	$170.25 - $198.32 $46,818 - $54,538	-275 Reduced 12.09%	2,000 $357 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $379,492 - $427,813	2,275 New	2,275 $397 Million

Others Institutions Holding IWM

# of Institutions

2,938

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Fortis Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History