Dynamic Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 700 shares of IWM stock, worth $171,542. This represents 0.11% of its overall portfolio holdings.

Number of Shares
700
Previous 691 1.3%
Holding current value
$171,542
Previous $137,000 10.22%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Aug 13, 2025
BUY
$174.82 - $215.79 $1,573 - $1,942
9 Added 1.3%
700 $151,000
Q1 2025

May 12, 2025
BUY
$198.1 - $229.79 $136,887 - $158,784
691 New
691 $137,000
Q3 2024

Nov 13, 2024
SELL
$200.87 - $224.6 $5,624 - $6,288
-28 Reduced 4.11%
653 $144,000
Q2 2024

Aug 15, 2024
SELL
$192.84 - $209.44 $578 - $628
-3 Reduced 0.44%
681 $138,000
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $110,951 - $140,096
684 New
684 $137 Million

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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