A detailed history of Diversified Portfolios, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 38,906 shares of IWM stock, worth $8.63 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
38,906
Previous 39,778 2.19%
Holding current value
$8.63 Million
Previous $8.07 Million 6.48%
% of portfolio
1.03%
Previous 0.94%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$200.87 - $224.6 $175,158 - $195,851
-872 Reduced 2.19%
38,906 $8.59 Million
Q2 2024

Jul 22, 2024

SELL
$192.84 - $209.44 $73,664 - $80,006
-382 Reduced 0.95%
39,778 $8.07 Million
Q1 2024

May 07, 2024

SELL
$189.48 - $210.3 $37,517 - $41,639
-198 Reduced 0.49%
40,160 $8.45 Million
Q4 2023

Jan 30, 2024

SELL
$162.21 - $204.82 $49,474 - $62,470
-305 Reduced 0.75%
40,358 $8.1 Million
Q3 2023

Nov 02, 2023

BUY
$174.36 - $198.71 $183,252 - $208,844
1,051 Added 2.65%
40,663 $7.19 Million
Q2 2023

Aug 09, 2023

BUY
$170.4 - $187.93 $99,854 - $110,126
586 Added 1.5%
39,612 $7.42 Million
Q1 2023

May 02, 2023

SELL
$170.25 - $198.32 $11,577 - $13,485
-68 Reduced 0.17%
39,026 $6.96 Million
Q4 2022

Jan 24, 2023

BUY
$166.81 - $188.05 $52,211 - $58,859
313 Added 0.81%
39,094 $0
Q3 2022

Nov 07, 2022

BUY
$164.17 - $201.07 $69,115 - $84,650
421 Added 1.1%
38,781 $6.4 Million
Q2 2022

Aug 09, 2022

BUY
$163.9 - $207.91 $170,947 - $216,850
1,043 Added 2.79%
38,360 $6.5 Million
Q1 2022

May 12, 2022

BUY
$191.52 - $225.32 $268,511 - $315,898
1,402 Added 3.9%
37,317 $7.66 Million
Q4 2021

Jan 31, 2022

BUY
$212.12 - $242.56 $85,908 - $98,236
405 Added 1.14%
35,915 $7.99 Million
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $21,384 - $23,370
-101 Reduced 0.28%
35,510 $7.77 Million
Q2 2021

Aug 03, 2021

SELL
$211.85 - $232.89 $154,226 - $169,543
-728 Reduced 2.0%
35,611 $8.17 Million
Q1 2021

May 04, 2021

SELL
$193.5 - $234.42 $511,807 - $620,040
-2,645 Reduced 6.78%
36,339 $8.03 Million
Q4 2020

Feb 09, 2021

SELL
$152.18 - $199.14 $622,872 - $815,080
-4,093 Reduced 9.5%
38,984 $7.64 Million
Q3 2020

Oct 28, 2020

SELL
$139.07 - $158.46 $52,151 - $59,422
-375 Reduced 0.86%
43,077 $6.45 Million
Q2 2020

Aug 04, 2020

SELL
$104.62 - $153.09 $41,115 - $60,164
-393 Reduced 0.9%
43,452 $6.22 Million
Q1 2020

May 12, 2020

SELL
$99.9 - $169.53 $90,409 - $153,424
-905 Reduced 2.02%
43,845 $5.02 Million
Q4 2019

Feb 04, 2020

SELL
$146.46 - $166.68 $7,908 - $9,000
-54 Reduced 0.12%
44,750 $7.41 Million
Q3 2019

Nov 12, 2019

SELL
$144.85 - $157.9 $77,060 - $84,002
-532 Reduced 1.17%
44,804 $6.78 Million
Q2 2019

Aug 13, 2019

SELL
$145.86 - $160.71 $34,131 - $37,606
-234 Reduced 0.51%
45,336 $7.05 Million
Q1 2019

May 14, 2019

BUY
$132.25 - $158.24 $8,860 - $10,602
67 Added 0.15%
45,570 $6.98 Million
Q4 2018

Feb 12, 2019

BUY
$125.88 - $166.33 $12,713 - $16,799
101 Added 0.22%
45,503 $6.09 Million
Q3 2018

Oct 10, 2018

SELL
$164.2 - $173.02 $219,699 - $231,500
-1,338 Reduced 2.86%
45,402 $7.65 Million
Q2 2018

Jul 31, 2018

SELL
$148.13 - $169.97 $109,023 - $125,097
-736 Reduced 1.55%
46,740 $7.66 Million
Q1 2018

Apr 17, 2018

SELL
$145.44 - $159.96 $453,918 - $499,235
-3,121 Reduced 6.17%
47,476 $7.21 Million
Q4 2017

Jan 10, 2018

SELL
$145.63 - $154.3 $134,416 - $142,418
-923 Reduced 1.79%
50,597 $7.71 Million
Q3 2017

Oct 24, 2017

BUY
$144.61 - $148.18 $7.45 Million - $7.63 Million
51,520
51,520 $7.63 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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