A detailed history of Cura Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cura Wealth Advisors, LLC holds 1,121 shares of IWM stock, worth $246,978. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,121
Previous 1,721 34.86%
Holding current value
$246,978
Previous $380 Million 41.19%
% of portfolio
0.09%
Previous 0.17%

Shares

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

May 15, 2025

SELL
$198.1 - $229.79 $118,860 - $137,874
-600 Reduced 34.86%
1,121 $224 Million
Q4 2024

Feb 14, 2025

BUY
$216.13 - $242.4 $371,959 - $417,170
1,721 New
1,721 $380 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Cura Wealth Advisors, LLC Portfolio

Follow Cura Wealth Advisors, 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 Cura Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cura Wealth Advisors, LLC with notifications on news.