A detailed history of Brown Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,391 shares of IWO stock, worth $699,821. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,391
Previous 2,534 5.64%
Holding current value
$699,821
Previous $665 Million 2.07%
% of portfolio
0.25%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$256.4 - $289.78 $36,665 - $41,438
-143 Reduced 5.64%
2,391 $679 Million
Q2 2024

Aug 13, 2024

BUY
$245.29 - $268.7 $111,361 - $121,989
454 Added 21.83%
2,534 $665 Million
Q1 2024

May 13, 2024

SELL
$239.5 - $270.8 $5,508 - $6,228
-23 Reduced 1.09%
2,080 $563 Million
Q4 2023

Feb 14, 2024

BUY
$204.07 - $257.57 $429,159 - $541,669
2,103 New
2,103 $530 Million
Q2 2023

Aug 08, 2023

BUY
$219.8 - $242.66 $459,162 - $506,916
2,089 New
2,089 $507 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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