Diversify Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Diversify Wealth Management, LLC

  • $1.73 Trillion
  • Q3 2025

A detailed history of Diversify Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 3,136 shares of IWM stock, worth $744,737. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,136
Previous 3,249 3.48%
Holding current value
$744,737
Previous $737 Million 4.45%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$214.92 - $244.84 $24,285 - $27,666
-113 Reduced 3.48%
3,136 $770 Million
Q2 2025

Aug 14, 2025
SELL
$174.82 - $215.79 $8,216 - $10,142
-47 Reduced 1.43%
3,249 $737 Million
Q1 2025

Apr 30, 2025
SELL
$198.1 - $229.79 $82,013 - $95,133
-414 Reduced 11.16%
3,296 $646 Million
Q4 2024

Jan 16, 2025
BUY
$216.13 - $242.4 $598,463 - $671,205
2,769 Added 294.26%
3,710 $804 Million
Q3 2024

Oct 25, 2024
BUY
$200.87 - $224.6 $189,018 - $211,348
941 New
941 $206 Million

Others Institutions Holding IWM

# of Institutions
3,028
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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