Flagship Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Flagship Wealth Advisors, LLC

  • $303 Billion
  • Q3 2025

A detailed history of Flagship Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 1,415 shares of IWM stock, worth $346,759. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,415
Previous 1,247 13.47%
Holding current value
$346,759
Previous $269 Million 27.23%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 30, 2025
BUY
$214.92 - $244.84 $36,106 - $41,133
168 Added 13.47%
1,415 $342 Million
Q2 2025

Aug 07, 2025
SELL
$174.82 - $215.79 $55,592 - $68,621
-318 Reduced 20.32%
1,247 $269 Million
Q4 2024

Feb 10, 2025
BUY
$216.13 - $242.4 $338,243 - $379,356
1,565 New
1,565 $346 Million

Others Institutions Holding IWM

# of Institutions
2,954
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
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 Flagship Wealth Advisors, LLC Portfolio

Follow Flagship Wealth Advisors, 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 Flagship Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email