Delos Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Delos Wealth Advisors, LLC

$116 Million
Q1 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 7,833 shares of IWM stock, worth $1.61 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

7,833

Previous 7,700 1.73%

Holding current value

$1.61 Million

Previous $1.7 Million 8.17%

% of portfolio

1.35%

Previous 1.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$198.1 - $229.79 $26,347 - $30,562	133 Added 1.73%	7,833 $1.56 Million
Q4 2024 Feb 12, 2025	BUY	$216.13 - $242.4 $337,162 - $378,144	1,560 Added 25.41%	7,700 $1.7 Million
Q3 2024 Nov 15, 2024	BUY	$200.87 - $224.6 $160,093 - $179,006	797 Added 14.92%	6,140 $1.36 Million
Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $321,271 - $348,927	1,666 Added 45.31%	5,343 $1.08 Million
Q1 2024 May 09, 2024	BUY	$189.48 - $210.3 $696,717 - $773,273	3,677 New	3,677 $773,000
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $1,058 - $1,156	-5 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $1,059 - $1,164	5 New	5 $1,000

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Delos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Account

Delos Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History