Epg Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Epg Wealth Management LLC

$372 Billion
Q4 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 362 shares of IWM stock, worth $85,967. This represents 0.02% of its overall portfolio holdings.

Number of Shares

362

Previous 361 0.28%

Holding current value

$85,967

Previous $87.3 Million 1.98%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$236.79 - $250.33 $236 - $250	1 Added 0.28%	362 $89 Million
Q3 2025 Nov 03, 2025	BUY	$214.92 - $244.84 $214 - $244	1 Added 0.28%	361 $87.3 Million
Q2 2025 Aug 05, 2025	SELL	$174.82 - $215.79 $200,518 - $247,511	-1,147 Reduced 76.11%	360 $77.7 Million
Q1 2025 May 13, 2025	SELL	$198.1 - $229.79 $19,611 - $22,749	-99 Reduced 6.16%	1,507 $301 Million
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $1,296 - $1,454	6 Added 0.38%	1,606 $355 Million

Q3 2024 Nov 13, 2024	BUY	$200.87 - $224.6 $321,392 - $359,360	1,600 New	1,600 $353 Million
Q2 2024 Aug 13, 2024	SELL	$192.84 - $209.44 $265,733 - $288,608	-1,378 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$189.48 - $210.3 $568 - $630	3 Added 0.22%	1,378 $289,000
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $133,985 - $169,181	826 Added 150.46%	1,375 $275,000
Q3 2023 Nov 13, 2023	SELL	$174.36 - $198.71 $6,276 - $7,153	-36 Reduced 6.15%	549 $97,000
Q2 2023 Aug 15, 2023	BUY	$170.4 - $187.93 $19,936 - $21,987	117 Added 25.0%	585 $109,000
Q1 2023 May 15, 2023	BUY	$170.25 - $198.32 $3,575 - $4,164	21 Added 4.7%	468 $83,000
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $333 - $376	2 Added 0.45%	447 $77,000
Q3 2022 Nov 15, 2022	BUY	$164.17 - $201.07 $73,055 - $89,476	445 New	445 $73,000
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $56,709 - $71,936	-346 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $40,219 - $47,317	-210 Reduced 37.77%	346 $71,000
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $212 - $242	1 Added 0.18%	556 $124,000
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $117,510 - $128,421	555 New	555 $121,000
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $213,237 - $258,330	-1,102 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$152.18 - $199.14 $167,702 - $219,452	1,102 New	1,102 $216,000
Q2 2020 Aug 06, 2020	SELL	$104.62 - $153.09 $181,411 - $265,458	-1,734 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$99.9 - $169.53 $129,870 - $220,389	1,300 Added 299.54%	1,734 $198,000
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $63,563 - $72,339	434 New	434 $72,000

Others Institutions Holding IWM

# of Institutions

3,055

Shares Held

284M

Call Options Held

196M

Put Options Held

483M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Ishares Russell 2000 ETF Transaction History