Dynamic Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 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 695 shares of IWM stock, worth $165,048. This represents 0.11% of its overall portfolio holdings.

Number of Shares
695
Previous 700 0.71%
Holding current value
$165,048
Previous $151,000 11.26%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 29, 2025
SELL
$214.92 - $244.84 $1,074 - $1,224
-5 Reduced 0.71%
695 $168,000
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
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email