A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 2,693 shares of IWM stock, worth $593,968. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,693
Holding current value
$593,968
% of portfolio
0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

BUY
$174.82 - $215.79 $470,790 - $581,122
2,693 New
2,693 $581,000
Q2 2022

Aug 09, 2022

SELL
$163.9 - $207.91 $283,710 - $359,892
-1,731 Closed
0 $0
Q1 2022

May 11, 2022

BUY
$191.52 - $225.32 $1,915 - $2,253
10 Added 0.58%
1,731 $316,000
Q4 2021

Mar 10, 2022

BUY
$212.12 - $242.56 $365,058 - $417,445
1,721 New
1,721 $348,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. 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 Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.