A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 537 shares of IWO stock, worth $167,909. This represents 0.07% of its overall portfolio holdings.

Number of Shares
537
Previous 537 -0.0%
Holding current value
$167,909
Previous $141 Million 8.18%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$239.5 - $270.8 $77,837 - $88,010
-325 Reduced 37.7%
537 $145 Million
Q4 2023

Jan 16, 2024

BUY
$204.07 - $257.57 $175,908 - $222,025
862 New
862 $193 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.