Bernard Wealth Management Corp. Ishares Russell 2000 ETF Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,929 shares of IWM stock, worth $1.48 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
5,929
Previous 5,976 0.79%
Holding current value
$1.48 Million
Previous $1.29 Billion 11.25%
% of portfolio
0.6%
Previous 0.6%

Shares

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

Oct 14, 2025
SELL
$214.92 - $244.84 $10,101 - $11,507
-47 Reduced 0.79%
5,929 $1.43 Billion
Q2 2025

Jul 24, 2025
BUY
$174.82 - $215.79 $8,216 - $10,142
47 Added 0.79%
5,976 $1.29 Billion
Q1 2025

Apr 16, 2025
SELL
$198.1 - $229.79 $11,687 - $13,557
-59 Reduced 0.99%
5,929 $1.18 Billion
Q4 2024

Feb 27, 2025
SELL
$216.13 - $242.4 $136,594 - $153,196
-632 Reduced 9.55%
5,988 $1.32 Billion
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $1.43 Million - $1.6 Million
6,620 New
6,620 $1.32 Billion

Others Institutions Holding IWM

# of Institutions
2,932
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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