Bromfield Sneider Wealth Advisors Russell Micro Cap ETF Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 4,060 shares of IWC stock, worth $495,807. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,060

Previous 3,160 28.48%

Holding current value

$495,807

Previous $366,000 34.43%

% of portfolio

0.31%

Previous 0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$109.23 - $121.19 $98,307 - $109,071	900 Added 28.48%	4,060 $492,000
Q4 2023 Jan 05, 2024	BUY	$90.78 - $118.63 $16,794 - $21,946	185 Added 6.22%	3,160 $366,000
Q3 2023 Oct 04, 2023	BUY	$99.15 - $115.3 $6,940 - $8,071	70 Added 2.41%	2,975 $297,000
Q2 2023 Jul 17, 2023	BUY	$99.62 - $112.59 $298 - $337	3 Added 0.1%	2,905 $317,000
Q1 2023 Apr 06, 2023	BUY	$100.59 - $121.88 $8,952 - $10,847	89 Added 3.16%	2,902 $303,000
Q4 2022 Jan 09, 2023	BUY	$103.28 - $114.29 $1,136 - $1,257	11 Added 0.39%	2,813 $0
Q3 2022 Oct 07, 2022	BUY	$101.64 - $126.54 $58,443 - $72,760	575 Added 25.82%	2,802 $290,000
Q2 2022 Jul 06, 2022	BUY	$103.11 - $130.99 $52,586 - $66,804	510 Added 29.7%	2,227 $232,000
Q1 2022 Apr 12, 2022	BUY	$119.81 - $142.34 $119 - $142	1 Added 0.06%	1,717 $221,000
Q4 2021 Jan 14, 2022	BUY	$134.03 - $156.72 $229,995 - $268,931	1,716 New	1,716 $240,000

Others Institutions Holding IWC

# of Institutions

219

Shares Held

4.1M

Call Options Held

2.4K

Put Options Held

2.3K

View Full List

About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

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Bromfield Sneider Wealth Advisors Russell Micro Cap ETF Transaction History