David Wealth Management LLC Ishares Russell 2000 ETF Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, David Wealth Management LLC holds 1,864 shares of IWM stock, worth $411,123. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,864
Previous 1,735 7.44%
Holding current value
$411,123
Previous $346 Million 16.21%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Jul 22, 2025
BUY
$174.82 - $215.79 $22,551 - $27,836
129 Added 7.44%
1,864 $402 Million
Q4 2024

Jan 29, 2025
BUY
$216.13 - $242.4 $374,985 - $420,564
1,735 New
1,735 $383 Million

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
View Full List

About ISHARES RUSSELL 2000 ETF

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

Track David Wealth Management LLC Portfolio

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

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email