Acorn Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Acorn Wealth Advisors, LLC

$222 Million
Q1 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 1,319 shares of IWM stock, worth $275,947. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,319

Previous 1,505 12.36%

Holding current value

$275,947

Previous $332,000 20.78%

% of portfolio

0.12%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$198.1 - $229.79 $36,846 - $42,740	-186 Reduced 12.36%	1,319 $263,000
Q4 2024 Feb 04, 2025	SELL	$216.13 - $242.4 $27,232 - $30,542	-126 Reduced 7.73%	1,505 $332,000
Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $63,675 - $71,198	317 Added 24.12%	1,631 $360,000
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $8,870 - $9,634	46 Added 3.63%	1,314 $266,000
Q1 2024 Apr 26, 2024	BUY	$189.48 - $210.3 $378 - $420	2 Added 0.16%	1,268 $266,000
Q4 2023 Feb 07, 2024	SELL	$162.21 - $204.82 $15,085 - $19,048	-93 Reduced 6.84%	1,266 $254,000
Q2 2023 Aug 02, 2023	BUY	$170.4 - $187.93 $340 - $375	2 Added 0.15%	1,359 $254,000
Q1 2023 May 09, 2023	BUY	$170.25 - $198.32 $340 - $396	2 Added 0.15%	1,357 $242,000
Q4 2022 Feb 10, 2023	SELL	$166.81 - $188.05 $20,684 - $23,318	-124 Reduced 8.38%	1,355 $236,000
Q3 2022 Nov 09, 2022	SELL	$164.17 - $201.07 $12,312 - $15,080	-75 Reduced 4.83%	1,479 $244,000
Q2 2022 Aug 08, 2022	BUY	$163.9 - $207.91 $4,425 - $5,613	27 Added 1.77%	1,554 $263,000
Q1 2022 May 03, 2022	SELL	$191.52 - $225.32 $3,638 - $4,281	-19 Reduced 1.23%	1,527 $313,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $6,787 - $7,761	32 Added 2.11%	1,546 $344,000
Q3 2021 Nov 12, 2021	BUY	$211.73 - $231.39 $2,329 - $2,545	11 Added 0.73%	1,514 $331,000
Q2 2021 Aug 16, 2021	BUY	$211.85 - $232.89 $847 - $931	4 Added 0.27%	1,503 $345,000
Q1 2021 May 14, 2021	BUY	$193.5 - $234.42 $50,503 - $61,183	261 Added 21.08%	1,499 $331,000
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $188,398 - $246,535	1,238 New	1,238 $243,000
Q3 2018 Nov 13, 2018	SELL	$164.2 - $173.02 $107,715 - $113,501	-656 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$145.44 - $159.96 $145 - $159	1 Added 0.15%	656 $101,000
Q4 2017 Feb 14, 2018	BUY	$145.63 - $154.3 $95,387 - $101,066	655	655 $101,000

Others Institutions Holding IWM

# of Institutions

2,860

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Industry ETFs

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Acorn Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History