Fonville Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 7,168 shares of IWM stock, worth $1.46 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
7,168
Previous 7,068 1.41%
Holding current value
$1.46 Million
Previous $1.56 Billion 10.01%
% of portfolio
0.41%
Previous 0.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$198.1 - $229.79 $19,810 - $22,979
100 Added 1.41%
7,168 $1.41 Billion
Q4 2024

Jan 28, 2025
SELL
$216.13 - $242.4 $26,800 - $30,057
-124 Reduced 1.72%
7,068 $1.56 Billion
Q3 2024

Oct 28, 2024
BUY
$200.87 - $224.6 $72,514 - $81,080
361 Added 5.28%
7,192 $1.59 Billion
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $11,570 - $12,566
-60 Reduced 0.87%
6,831 $1.39 Billion
Q1 2024

Apr 26, 2024
BUY
$189.48 - $210.3 $29,748 - $33,017
157 Added 2.33%
6,891 $1.45 Billion
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $1.09 Million - $1.38 Million
6,734 New
6,734 $1.35 Billion

Others Institutions Holding IWM

# of Institutions
2,854
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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