Copia Wealth Management Ishares Russell 2000 Gwt ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,798 shares of IWO stock, worth $815,728. This represents 0.67% of its overall portfolio holdings.

Number of Shares
2,798
Previous 2,708 3.32%
Holding current value
$815,728
Previous $692 Million 15.59%
% of portfolio
0.67%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$224.16 - $285.86 $20,174 - $25,727
90 Added 3.32%
2,798 $800 Million
Q1 2025

Apr 17, 2025
BUY
$254.58 - $302.92 $28,512 - $33,927
112 Added 4.31%
2,708 $692 Million
Q4 2024

Mar 06, 2025
BUY
$278.19 - $315.36 $722,181 - $818,674
2,596 New
2,596 $747 Million

Others Institutions Holding IWO

# of Institutions
1,102
Shares Held
32.6M
Call Options Held
39.4K
Put Options Held
28K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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