Caldwell Sutter Capital, Inc. Ishares Russell 2000 ETF Transaction History

Caldwell Sutter Capital, Inc.

$218 Billion
Q2 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 636 shares of IWM stock, worth $156,354. This represents 0.06% of its overall portfolio holdings.

Number of Shares

636

Previous 725 12.28%

Holding current value

$156,354

Previous $145 Million 5.19%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$174.82 - $215.79 $15,558 - $19,205	-89 Reduced 12.28%	636 $137 Million
Q1 2025 Apr 16, 2025	BUY	$198.1 - $229.79 $17,829 - $20,681	90 Added 14.17%	725 $145 Million
Q3 2024 Oct 25, 2024	BUY	$200.87 - $224.6 $200 - $224	1 Added 0.16%	635 $140 Million
Q1 2024 Apr 19, 2024	BUY	$189.48 - $210.3 $11,368 - $12,618	60 Added 10.45%	634 $133 Million
Q4 2023 Jan 19, 2024	BUY	$162.21 - $204.82 $162 - $204	1 Added 0.17%	574 $115 Million
Q2 2023 Jul 19, 2023	BUY	$170.4 - $187.93 $67,478 - $74,420	396 Added 223.73%	573 $107 Million
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $4,596 - $5,354	27 Added 18.0%	177 $31.6 Million
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $25,021 - $28,207	150 New	150 $26.2 Million

Others Institutions Holding IWM

# of Institutions

2,923

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

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 Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.

Account

Caldwell Sutter Capital, Inc. Ishares Russell 2000 ETF Transaction History