Accel Wealth Management Ishares Russell 2000 ETF Transaction History

Accel Wealth Management

$263 Million
Q3 2024

A detailed history of Accel Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Accel Wealth Management holds 3,495 shares of IWM stock, worth $804,968. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,495

Previous 3,426 2.01%

Holding current value

$804,968

Previous $695,000 11.08%

% of portfolio

0.29%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$200.87 - $224.6 $13,860 - $15,497	69 Added 2.01%	3,495 $772,000
Q2 2024 Jul 12, 2024	BUY	$192.84 - $209.44 $31,625 - $34,348	164 Added 5.03%	3,426 $695,000
Q1 2024 Apr 19, 2024	BUY	$189.48 - $210.3 $46,801 - $51,944	247 Added 8.19%	3,262 $685,000
Q4 2023 Jan 18, 2024	BUY	$162.21 - $204.82 $489,063 - $617,532	3,015 New	3,015 $605,000
Q2 2022 Aug 03, 2022	SELL	$163.9 - $207.91 $6,556 - $8,316	-40 Reduced 23.81%	128 $22,000
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $5,418 - $6,563	-28 Reduced 14.29%	168 $37,000
Q4 2020 Jan 27, 2021	BUY	$152.18 - $199.14 $29,827 - $39,031	196 New	196 $38,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Ishares Russell 2000 ETF Transaction History