A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 4,917 shares of IWM stock, worth $1.09 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,917
Previous 4,790 2.65%
Holding current value
$1.09 Million
Previous $971,000 11.84%
% of portfolio
0.35%
Previous 0.4%

Shares

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

Nov 05, 2024

BUY
$200.87 - $224.6 $25,510 - $28,524
127 Added 2.65%
4,917 $1.09 Million
Q2 2024

Jul 31, 2024

BUY
$192.84 - $209.44 $56,116 - $60,947
291 Added 6.47%
4,790 $971,000
Q1 2024

Apr 26, 2024

BUY
$189.48 - $210.3 $11,179 - $12,407
59 Added 1.33%
4,499 $946,000
Q4 2023

Jan 25, 2024

SELL
$162.21 - $204.82 $15,085 - $19,048
-93 Reduced 2.05%
4,440 $891,000
Q3 2023

Oct 26, 2023

SELL
$174.36 - $198.71 $4,359 - $4,967
-25 Reduced 0.55%
4,533 $801,000
Q2 2023

Aug 07, 2023

SELL
$170.4 - $187.93 $3,919 - $4,322
-23 Reduced 0.5%
4,558 $853,000
Q1 2023

May 11, 2023

SELL
$170.25 - $198.32 $90,232 - $105,109
-530 Reduced 10.37%
4,581 $817,000
Q4 2022

Jan 30, 2023

SELL
$166.81 - $188.05 $70,727 - $79,733
-424 Reduced 7.66%
5,111 $891,000
Q3 2022

Oct 24, 2022

BUY
$164.17 - $201.07 $48,594 - $59,516
296 Added 5.65%
5,535 $956,000
Q2 2022

Jul 12, 2022

SELL
$163.9 - $207.91 $163 - $207
-1 Reduced 0.02%
5,239 $920,000
Q1 2022

Apr 11, 2022

SELL
$191.52 - $225.32 $22,407 - $26,362
-117 Reduced 2.18%
5,240 $1.04 Million
Q4 2021

Jan 26, 2022

BUY
$212.12 - $242.56 $148,271 - $169,549
699 Added 15.01%
5,357 $1.07 Million
Q3 2021

Nov 09, 2021

BUY
$211.73 - $231.39 $18,420 - $20,130
87 Added 1.9%
4,658 $1.13 Million
Q2 2021

Jul 19, 2021

SELL
$211.85 - $232.89 $8,474 - $9,315
-40 Reduced 0.87%
4,571 $983,000
Q1 2021

Apr 28, 2021

BUY
$193.5 - $234.42 $95,202 - $115,334
492 Added 11.94%
4,611 $1.05 Million
Q4 2020

Jan 20, 2021

BUY
$152.18 - $199.14 $152 - $199
1 Added 0.02%
4,119 $879,000
Q3 2020

Nov 12, 2020

SELL
$139.07 - $158.46 $29,343 - $33,435
-211 Reduced 4.87%
4,118 $711,000
Q2 2020

Jul 30, 2020

BUY
$104.62 - $153.09 $5,858 - $8,573
56 Added 1.31%
4,329 $647,000
Q1 2020

Apr 30, 2020

BUY
$99.9 - $169.53 $8,191 - $13,901
82 Added 1.96%
4,273 $579,000
Q4 2019

Jan 28, 2020

SELL
$146.46 - $166.68 $588,329 - $669,553
-4,017 Reduced 48.94%
4,191 $685,000
Q3 2019

Oct 11, 2019

SELL
$144.85 - $157.9 $6,952 - $7,579
-48 Reduced 0.58%
8,208 $1.21 Million
Q2 2019

Jul 18, 2019

BUY
$145.86 - $160.71 $19,836 - $21,856
136 Added 1.67%
8,256 $1.27 Million
Q1 2019

Apr 22, 2019

BUY
$132.25 - $158.24 $718,249 - $859,401
5,431 Added 201.97%
8,120 $1.24 Million
Q4 2018

Jan 29, 2019

BUY
$125.88 - $166.33 $18,378 - $24,284
146 Added 5.74%
2,689 $360,000
Q3 2018

Oct 09, 2018

SELL
$164.2 - $173.02 $12,150 - $12,803
-74 Reduced 2.83%
2,543 $428,000
Q1 2018

Apr 18, 2018

BUY
$145.44 - $159.96 $39,996 - $43,989
275 Added 11.74%
2,617 $393,000
Q4 2017

Jan 26, 2018

BUY
$145.63 - $154.3 $11,213 - $11,881
77 Added 3.4%
2,342 $357,000
Q3 2017

Oct 06, 2017

BUY
$144.61 - $148.18 $327,541 - $335,627
2,265
2,265 $335,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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