Axis Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 1,205 shares of IWM stock, worth $286,163. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,205
Previous 1,142 5.52%
Holding current value
$286,163
Previous $246 Million 18.31%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 24, 2025
BUY
$214.92 - $244.84 $13,539 - $15,424
63 Added 5.52%
1,205 $292 Million
Q2 2025

Jul 15, 2025
SELL
$174.82 - $215.79 $19,405 - $23,952
-111 Reduced 8.86%
1,142 $246 Million
Q1 2025

Apr 28, 2025
SELL
$198.1 - $229.79 $792 - $919
-4 Reduced 0.32%
1,253 $250 Million
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $271,675 - $304,696
1,257 New
1,257 $278 Million

Others Institutions Holding IWM

# of Institutions
3,025
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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