A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 841 shares of IWO stock, worth $226,750. This represents 0.24% of its overall portfolio holdings.

Number of Shares
841
Previous 842 0.12%
Holding current value
$226,750
Previous $242,000 11.57%
% of portfolio
0.24%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

SELL
$254.58 - $302.92 $254 - $302
-1 Reduced 0.12%
841 $214,000
Q4 2024

Jan 28, 2025

BUY
$278.19 - $315.36 $234,235 - $265,533
842 New
842 $242,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Clientfirst Wealth Management, LLC Portfolio

Follow Clientfirst Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clientfirst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.