Bos Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Bos Asset Management, LLC

$355 Billion
Q3 2025

A detailed history of Bos Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bos Asset Management, LLC holds 1,574 shares of IWM stock, worth $385,724. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,574

Previous 1,574 -0.0%

Holding current value

$385,724

Previous $340 Million 12.13%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 22, 2025	SELL	$198.1 - $229.79 $7,527 - $8,732	-38 Reduced 2.36%	1,574 $314 Million
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $9,725 - $10,908	45 Added 2.87%	1,612 $356 Million
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $12,052 - $13,476	60 Added 3.98%	1,567 $346 Million
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $50,331 - $54,663	-261 Reduced 14.76%	1,507 $306 Million
Q1 2024 May 07, 2024	BUY	$189.48 - $210.3 $45,854 - $50,892	242 Added 15.86%	1,768 $372 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $60,321 - $66,527	354 Added 30.2%	1,526 $286 Million
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $2,894 - $3,371	17 Added 1.47%	1,172 $209 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $192,665 - $217,197	1,155 New	1,155 $201 Million

Others Institutions Holding IWM

# of Institutions

2,951

Shares Held

304M

Call Options Held

284M

Put Options Held

615M

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 Bos Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bos Asset Management, LLC with notifications on news.

Account

Bos Asset Management, LLC Ishares Russell 2000 ETF Transaction History