A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 376 shares of IWM stock, worth $89,660. This represents 0.06% of its overall portfolio holdings.

Number of Shares
376
Previous 375 0.27%
Holding current value
$89,660
Previous $76 Million 9.24%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 13, 2024

BUY
$200.87 - $224.6 $200 - $224
1 Added 0.27%
376 $83 Million
Q2 2024

Aug 12, 2024

BUY
$192.84 - $209.44 $192 - $209
1 Added 0.27%
375 $76 Million
Q1 2024

May 02, 2024

BUY
$189.48 - $210.3 $189 - $210
1 Added 0.27%
374 $78.6 Million
Q4 2023

Feb 14, 2024

BUY
$162.21 - $204.82 $60,504 - $76,397
373 New
373 $74.8 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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