A detailed history of Financial Architects, Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Financial Architects, Inc holds 1,119 shares of IWO stock, worth $292,887. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,119
Previous 886 26.3%
Holding current value
$292,887
Previous $200,000 35.5%
% of portfolio
0.04%
Previous 0.03%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$219.8 - $242.66 $51,213 - $56,539
233 Added 26.3%
1,119 $271,000
Q1 2023

May 12, 2023

BUY
$212.51 - $245.01 $188,283 - $217,078
886 New
886 $200,000
Q2 2022

Aug 11, 2022

SELL
$194.2 - $261.13 $172,061 - $231,361
-886 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$280.02 - $327.35 $196,014 - $229,145
-700 Reduced 44.14%
886 $260,000
Q3 2021

Nov 12, 2021

SELL
$284.4 - $314.06 $15,641 - $17,273
-55 Reduced 3.35%
1,586 $466,000
Q1 2021

May 17, 2021

BUY
$282.5 - $336.63 $15,537 - $18,514
55 Added 3.47%
1,641 $494,000
Q3 2019

Nov 06, 2019

SELL
$189.94 - $205.08 $24,502 - $26,455
-129 Reduced 7.52%
1,586 $306,000
Q1 2019

May 13, 2019

BUY
$164.26 - $202.05 $276,121 - $339,646
1,681 Added 4944.12%
1,715 $337,000
Q1 2019

May 03, 2019

SELL
$164.26 - $202.05 $276,121 - $339,646
-1,681 Reduced 98.02%
34 $7,000
Q4 2018

Feb 01, 2019

SELL
$156.33 - $211.73 $87,701 - $118,780
-561 Reduced 24.65%
1,715 $288,000
Q2 2018

Aug 03, 2018

BUY
$185.51 - $214.36 $104,256 - $120,470
562 Added 32.79%
2,276 $465,000
Q1 2018

Apr 23, 2018

SELL
$179.86 - $200.59 $20,683 - $23,067
-115 Reduced 6.29%
1,714 $327,000
Q4 2017

Feb 12, 2018

BUY
$177.13 - $188.2 $18,421 - $19,572
104 Added 6.03%
1,829 $341,000
Q3 2017

Nov 01, 2017

BUY
$173.97 - $178.96 $292,095 - $300,473
1,679 Added 3650.0%
1,725 $309,000
Q3 2017

Oct 23, 2017

BUY
$173.97 - $178.96 $8,002 - $8,232
46
46 $8,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Financial Architects, Inc Portfolio

Follow Financial Architects, Inc 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 Financial Architects, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Architects, Inc with notifications on news.