Bennett Associates Wealth Management Ishares Russell 2000 ETF Transaction History

Bennett Associates Wealth Management

$130 Billion
Q2 2025

A detailed history of Bennett Associates Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bennett Associates Wealth Management holds 21,065 shares of IWM stock, worth $4.65 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares

21,065

Previous 19,816 6.3%

Holding current value

$4.65 Million

Previous $3.95 Billion 14.99%

% of portfolio

3.5%

Previous 3.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$174.82 - $215.79 $218,350 - $269,521	1,249 Added 6.3%	21,065 $4.55 Billion
Q1 2025 Apr 09, 2025	SELL	$198.1 - $229.79 $14,461 - $16,774	-73 Reduced 0.37%	19,816 $3.95 Billion
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $261,301 - $293,061	1,209 Added 6.47%	19,889 $4.39 Billion
Q3 2024 Nov 07, 2024	SELL	$200.87 - $224.6 $250,886 - $280,525	-1,249 Reduced 6.27%	18,680 $4.13 Billion
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $86,585 - $94,038	449 Added 2.3%	19,929 $4.04 Billion
Q1 2024 Apr 22, 2024	SELL	$189.48 - $210.3 $1.38 Million - $1.53 Million	-7,280 Reduced 27.2%	19,480 $4.1 Billion
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $4.34 Million - $5.48 Million	26,760 New	26,760 $5.37 Billion

Others Institutions Holding IWM

# of Institutions

2,906

Shares Held

315M

Call Options Held

231M

Put Options Held

546M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Bennett Associates Wealth Management Ishares Russell 2000 ETF Transaction History