Lakeshore Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 8,512 shares of IWM stock, worth $2.02 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

8,512

Previous 8,535 0.27%

Holding current value

$2.02 Million

Previous $1.7 Billion 7.88%

% of portfolio

0.74%

Previous 0.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$174.82 - $215.79 $4,020 - $4,963	-23 Reduced 0.27%	8,512 $1.84 Billion
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $158,876 - $184,291	-802 Reduced 8.59%	8,535 $1.7 Billion
Q4 2024 Feb 11, 2025	BUY	$216.13 - $242.4 $51,655 - $57,933	239 Added 2.63%	9,337 $2.06 Billion
Q3 2024 Oct 31, 2024	BUY	$200.87 - $224.6 $3,615 - $4,042	18 Added 0.2%	9,098 $2.01 Billion
Q2 2024 Jul 25, 2024	SELL	$192.84 - $209.44 $17,548 - $19,059	-91 Reduced 0.99%	9,080 $1.84 Billion
Q1 2024 May 10, 2024	SELL	$189.48 - $210.3 $126,762 - $140,690	-669 Reduced 6.8%	9,171 $1.93 Billion
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $1.72 Million - $1.96 Million	9,840 New	9,840 $1.74 Billion

Others Institutions Holding IWM

# of Institutions

2,932

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Lakeshore Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History