A detailed history of Doyle Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Doyle Wealth Management holds 2,920 shares of IWM stock, worth $648,006. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,920
Previous 2,919 0.03%
Holding current value
$648,006
Previous $494,000 2.43%
% of portfolio
0.04%
Previous 0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022

BUY
$164.17 - $201.07 $164 - $201
1 Added 0.03%
2,920 $482,000
Q2 2022

Aug 10, 2022

BUY
$163.9 - $207.91 $163 - $207
1 Added 0.03%
2,919 $494,000
Q1 2022

May 13, 2022

BUY
$191.52 - $225.32 $130,233 - $153,217
680 Added 30.38%
2,918 $599,000
Q4 2021

Feb 11, 2022

BUY
$212.12 - $242.56 $34,999 - $40,022
165 Added 7.96%
2,238 $497,000
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $6,775 - $7,404
32 Added 1.57%
2,073 $453,000
Q2 2021

Aug 03, 2021

BUY
$211.85 - $232.89 $7,414 - $8,151
35 Added 1.74%
2,041 $468,000
Q1 2021

May 07, 2021

BUY
$193.5 - $234.42 $193 - $234
1 Added 0.05%
2,006 $443,000
Q4 2020

Feb 04, 2021

SELL
$152.18 - $199.14 $5,326 - $6,969
-35 Reduced 1.72%
2,005 $393,000
Q3 2020

Nov 13, 2020

BUY
$139.07 - $158.46 $139 - $158
1 Added 0.05%
2,040 $306,000
Q2 2020

Aug 06, 2020

SELL
$104.62 - $153.09 $155,883 - $228,104
-1,490 Reduced 42.22%
2,039 $292,000
Q1 2020

Apr 29, 2020

SELL
$99.9 - $169.53 $52,647 - $89,342
-527 Reduced 12.99%
3,529 $404,000
Q4 2019

Feb 11, 2020

SELL
$146.46 - $166.68 $92,269 - $105,008
-630 Reduced 13.44%
4,056 $672,000
Q3 2019

Nov 05, 2019

BUY
$144.85 - $157.9 $289 - $315
2 Added 0.04%
4,686 $709,000
Q2 2019

Aug 15, 2019

BUY
$145.86 - $160.71 $437 - $482
3 Added 0.06%
4,684 $728,000
Q1 2019

May 13, 2019

BUY
$132.25 - $158.24 $78,953 - $94,469
597 Added 14.62%
4,681 $733,000
Q4 2018

Feb 08, 2019

BUY
$125.88 - $166.33 $10,699 - $14,138
85 Added 2.13%
4,084 $547,000
Q2 2018

Aug 08, 2018

BUY
$148.13 - $169.97 $311,369 - $357,276
2,102 Added 110.81%
3,999 $655,000
Q1 2018

May 11, 2018

SELL
$145.44 - $159.96 $9,162 - $10,077
-63 Reduced 3.21%
1,897 $288,000
Q4 2017

Feb 07, 2018

BUY
$145.63 - $154.3 $3,640 - $3,857
25 Added 1.29%
1,960 $299,000
Q3 2017

Oct 25, 2017

BUY
$144.61 - $148.18 $279,820 - $286,728
1,935
1,935 $287,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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