Bsw Wealth Partners Ishares Russell 2000 ETF Transaction History

Bsw Wealth Partners

$719 Million
Q2 2025

A detailed history of Bsw Wealth Partners transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bsw Wealth Partners holds 19,906 shares of IWM stock, worth $4.39 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

19,906

Previous 25,486 21.89%

Holding current value

$4.39 Million

Previous $5.08 Million 15.52%

% of portfolio

0.6%

Previous 0.78%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$174.82 - $215.79 $975,495 - $1.2 Million	-5,580 Reduced 21.89%	19,906 $4.3 Million
Q1 2025 Apr 24, 2025	SELL	$198.1 - $229.79 $178,884 - $207,500	-903 Reduced 3.42%	25,486 $5.08 Million
Q4 2024 Jan 22, 2025	SELL	$216.13 - $242.4 $301,933 - $338,632	-1,397 Reduced 5.03%	26,389 $5.83 Million
Q3 2024 Oct 29, 2024	SELL	$200.87 - $224.6 $192,433 - $215,166	-958 Reduced 3.33%	27,786 $6.14 Million
Q2 2024 Jul 16, 2024	SELL	$192.84 - $209.44 $2.2 Million - $2.39 Million	-11,420 Reduced 28.43%	28,744 $5.83 Million
Q1 2024 Apr 23, 2024	SELL	$189.48 - $210.3 $3.7 Million - $4.1 Million	-19,517 Reduced 32.7%	40,164 $8.45 Million
Q4 2023 Jan 25, 2024	BUY	$162.21 - $204.82 $60,504 - $76,397	373 Added 0.63%	59,681 $12 Million
Q3 2023 Oct 27, 2023	SELL	$174.36 - $198.71 $281,591 - $320,916	-1,615 Reduced 2.65%	59,308 $10.5 Million
Q2 2023 Aug 11, 2023	BUY	$170.4 - $187.93 $732,208 - $807,535	4,297 Added 7.59%	60,923 $11.4 Million
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $264,909 - $308,585	1,556 Added 2.83%	56,626 $10.1 Million
Q4 2022 Feb 13, 2023	SELL	$166.81 - $188.05 $330,283 - $372,339	-1,980 Reduced 3.47%	55,070 $9.6 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $107,859 - $132,102	657 Added 1.17%	57,050 $9.41 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $564,471 - $716,042	3,444 Added 6.5%	56,393 $9.55 Million
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $329,605 - $387,775	1,721 Added 3.36%	52,949 $10.9 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $43,060 - $49,239	203 Added 0.4%	51,228 $11.4 Million
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $250,264 - $273,502	1,182 Added 2.37%	51,025 $11.2 Million
Q2 2021 Aug 16, 2021	SELL	$211.85 - $232.89 $496,364 - $545,661	-2,343 Reduced 4.49%	49,843 $11.4 Million
Q1 2021 May 17, 2021	SELL	$193.5 - $234.42 $1.82 Million - $2.2 Million	-9,404 Reduced 15.27%	52,186 $11.5 Million
Q4 2020 Feb 16, 2021	SELL	$152.18 - $199.14 $25,566 - $33,455	-168 Reduced 0.27%	61,590 $12.1 Million
Q3 2020 Nov 13, 2020	SELL	$139.07 - $158.46 $364,224 - $415,006	-2,619 Reduced 4.07%	61,758 $9.25 Million
Q2 2020 Aug 13, 2020	BUY	$104.62 - $153.09 $297,957 - $436,000	2,848 Added 4.63%	64,377 $9.22 Million
Q1 2020 May 14, 2020	BUY	$99.9 - $169.53 $1.75 Million - $2.97 Million	17,536 Added 39.86%	61,529 $7.04 Million
Q4 2019 Feb 18, 2020	BUY	$146.46 - $166.68 $19,625 - $22,335	134 Added 0.31%	43,993 $7.29 Million
Q3 2019 Nov 12, 2019	BUY	$144.85 - $157.9 $110,520 - $120,477	763 Added 1.77%	43,859 $6.64 Million
Q2 2019 Aug 13, 2019	BUY	$145.86 - $160.71 $45,362 - $49,980	311 Added 0.73%	43,096 $6.7 Million
Q1 2019 May 14, 2019	BUY	$132.25 - $158.24 $435,367 - $520,926	3,292 Added 8.34%	42,785 $6.55 Million
Q4 2018 Feb 13, 2019	SELL	$125.88 - $166.33 $219,660 - $290,245	-1,745 Reduced 4.23%	39,493 $5.29 Million
Q3 2018 Nov 09, 2018	SELL	$164.2 - $173.02 $373,555 - $393,620	-2,275 Reduced 5.23%	41,238 $6.95 Million
Q2 2018 Aug 07, 2018	BUY	$148.13 - $169.97 $108,727 - $124,757	734 Added 1.72%	43,513 $7.13 Million
Q1 2018 May 10, 2018	SELL	$145.44 - $159.96 $2.03 Million - $2.23 Million	-13,972 Reduced 24.62%	42,779 $6.5 Million
Q4 2017 Feb 08, 2018	BUY	$145.63 - $154.3 $33,494 - $35,489	230 Added 0.41%	56,751 $8.65 Million
Q3 2017 Nov 03, 2017	BUY	$144.61 - $148.18 $8.17 Million - $8.38 Million	56,521	56,521 $8.38 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

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 Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Ishares Russell 2000 ETF Transaction History