Copia Wealth Management Ishares Russell 2000 ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Copia Wealth Management holds 3,107 shares of IWM stock, worth $737,850. This represents 0.56% of its overall portfolio holdings.

Number of Shares
3,107
Previous 3,001 3.53%
Holding current value
$737,850
Previous $648 Million 16.09%
% of portfolio
0.56%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$214.92 - $244.84 $22,781 - $25,953
106 Added 3.53%
3,107 $752 Million
Q2 2025

Jul 28, 2025
BUY
$174.82 - $215.79 $6,643 - $8,200
38 Added 1.28%
3,001 $648 Million
Q1 2025

Apr 17, 2025
SELL
$198.1 - $229.79 $34,073 - $39,523
-172 Reduced 5.49%
2,963 $591 Million
Q4 2024

Mar 06, 2025
BUY
$216.13 - $242.4 $677,567 - $759,924
3,135 New
3,135 $693 Million

Others Institutions Holding IWM

# of Institutions
3,021
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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