49 Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

49 Wealth Management, LLC

$1.06 Trillion
Q3 2025

A detailed history of 49 Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 1,834 shares of IWM stock, worth $435,538. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,834

Previous 1,592 15.2%

Holding current value

$435,538

Previous $343 Million 29.22%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$214.92 - $244.84 $52,010 - $59,251	242 Added 15.2%	1,834 $444 Million
Q2 2025 Aug 07, 2025	SELL	$174.82 - $215.79 $16,782 - $20,715	-96 Reduced 5.69%	1,592 $343 Million
Q1 2025 Apr 30, 2025	BUY	$198.1 - $229.79 $22,979 - $26,655	116 Added 7.38%	1,688 $337 Million
Q4 2024 Feb 14, 2025	SELL	$216.13 - $242.4 $41,280 - $46,298	-191 Reduced 10.83%	1,572 $347 Million
Q3 2024 Nov 12, 2024	SELL	$200.87 - $224.6 $5.42 Million - $6.06 Million	-26,977 Reduced 93.87%	1,763 $389 Million

Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $5.28 Million - $5.74 Million	27,385 Added 2021.03%	28,740 $5.78 Billion
Q1 2024 May 07, 2024	SELL	$189.48 - $210.3 $27,474 - $30,493	-145 Reduced 9.67%	1,355 $282 Million
Q4 2023 May 07, 2024	BUY	$162.21 - $204.82 $243,315 - $307,230	1,500 New	1,500 $301 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

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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49 Wealth Management, LLC Ishares Russell 2000 ETF Transaction History