Valued Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 609 shares of IWM stock, worth $125,155. This represents 0.07% of its overall portfolio holdings.

Number of Shares
609
Previous 616 1.14%
Holding current value
$125,155
Previous $136 Million 10.74%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$198.1 - $229.79 $1,386 - $1,608
-7 Reduced 1.14%
609 $121 Million
Q4 2024

Jan 22, 2025
BUY
$216.13 - $242.4 $129,245 - $144,955
598 Added 3322.22%
616 $136 Million
Q2 2024

Jul 16, 2024
BUY
$192.84 - $209.44 $3,471 - $3,769
18 New
18 $3.65 Million

Others Institutions Holding IWM

# of Institutions
2,854
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email