Clientfirst Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Clientfirst Wealth Management, LLC

$87.5 Million
Q1 2025

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 11,573 shares of IWM stock, worth $2.42 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

11,573

Previous 11,340 2.05%

Holding current value

$2.42 Million

Previous $2.51 Million 7.86%

% of portfolio

2.64%

Previous 2.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$198.1 - $229.79 $46,157 - $53,541	233 Added 2.05%	11,573 $2.31 Million
Q4 2024 Jan 28, 2025	BUY	$216.13 - $242.4 $1.19 Million - $1.33 Million	5,488 Added 93.78%	11,340 $2.51 Million
Q3 2023 Nov 07, 2023	SELL	$174.36 - $198.71 $229,806 - $261,899	-1,318 Reduced 18.38%	5,852 $1.03 Million
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $255,219 - $287,716	-1,530 Reduced 17.59%	7,170 $1.25 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $49,250 - $60,321	300 Added 3.57%	8,700 $1.61 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $70,477 - $89,401	430 Added 5.4%	8,400 $1.42 Million
Q4 2021 Apr 01, 2022	BUY	$212.12 - $242.56 $1.69 Million - $1.93 Million	7,970 New	7,970 $1.65 Million

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Clientfirst Wealth Management, LLC Ishares Russell 2000 ETF Transaction History