Elevate Wealth Advisory, Inc Ishares Russell 2000 ETF Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

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 37 shares of IWM stock, worth $9,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37
Holding current value
$9,067
% of portfolio
0.01%

Shares

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

Oct 24, 2025
BUY
$214.92 - $244.84 $7,952 - $9,059
37 New
37 $8.95 Million
Q1 2025

May 14, 2025
BUY
$198.1 - $229.79 $198 - $229
1 Added 0.27%
378 $75.4 Million
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $216 - $242
1 Added 0.27%
377 $83.3 Million
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

# 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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