Gen Wealth Partners Inc Ishares Russell 2000 ETF Transaction History

Gen Wealth Partners Inc

  • $296 Billion
  • Q3 2025

A detailed history of Gen Wealth Partners Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 3,047 shares of IWM stock, worth $723,601. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,047
Previous 3,047 -0.0%
Holding current value
$723,601
Previous $658 Million 12.13%
% of portfolio
0.25%
Previous 0.25%

Shares

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

May 13, 2025
SELL
$198.1 - $229.79 $274,566 - $318,488
-1,386 Reduced 31.27%
3,047 $608 Million
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $26,800 - $30,057
124 Added 2.88%
4,433 $980 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $76,129 - $85,123
379 Added 9.64%
4,309 $954 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $87,935 - $95,504
456 Added 13.13%
3,930 $797 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $658,253 - $730,582
3,474 New
3,474 $731 Million

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
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 Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email