Copia Wealth Management Ishares Russell 2000 ETF Transaction History

Copia Wealth Management

  • $108 Billion
  • Q1 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,963 shares of IWM stock, worth $575,177. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,963
Previous 3,135 5.49%
Holding current value
$575,177
Previous $693 Million 14.67%
% of portfolio
0.55%
Previous 0.66%

Shares

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

Apr 17, 2025
SELL
$198.1 - $229.79 $34,073 - $39,523
-172 Reduced 5.49%
2,963 $591 Million
Q4 2024

Mar 06, 2025
BUY
$216.13 - $242.4 $677,567 - $759,924
3,135 New
3,135 $693 Million

Others Institutions Holding IWM

# of Institutions
2,901
Shares Held
301M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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