Brass Tax Wealth Management, Inc Ishares Russell 2000 ETF Transaction History

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 1,971 shares of IWM stock, worth $434,250. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,971
Previous 1,701 15.87%
Holding current value
$434,250
Previous $339 Million 25.34%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$174.82 - $215.79 $47,201 - $58,263
270 Added 15.87%
1,971 $425 Million
Q1 2025

Apr 29, 2025
SELL
$198.1 - $229.79 $10,301 - $11,949
-52 Reduced 2.97%
1,701 $339 Million
Q4 2024

Apr 29, 2025
BUY
$216.13 - $242.4 $5,835 - $6,544
27 Added 1.56%
1,753 $387 Million
Q3 2024

Apr 29, 2025
BUY
$200.87 - $224.6 $346,701 - $387,659
1,726 New
1,726 $381 Million

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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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