Copia Wealth Management Ishares Russell 2000 Gwt ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,798 shares of IWO stock, worth $816,512. This represents 0.67% of its overall portfolio holdings.

Number of Shares
2,798
Previous 2,708 3.32%
Holding current value
$816,512
Previous $692 Million 15.59%
% of portfolio
0.67%
Previous 0.64%

Shares

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

Jul 28, 2025
BUY
$224.16 - $285.86 $20,174 - $25,727
90 Added 3.32%
2,798 $800 Million
Q1 2025

Apr 17, 2025
BUY
$254.58 - $302.92 $28,512 - $33,927
112 Added 4.31%
2,708 $692 Million
Q4 2024

Mar 06, 2025
BUY
$278.19 - $315.36 $722,181 - $818,674
2,596 New
2,596 $747 Million

Others Institutions Holding IWO

# of Institutions
1,098
Shares Held
32.7M
Call Options Held
39.4K
Put Options Held
28K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management 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 Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email