Formidable Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Formidable Asset Management, LLC

  • $603 Million
  • Q2 2025

A detailed history of Formidable Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Formidable Asset Management, LLC holds 3,457 shares of IWM stock, worth $762,475. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,457
Previous 3,457 -0.0%
Holding current value
$762,475
Previous $689,000 8.13%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 05, 2025
BUY
$198.1 - $229.79 $20,206 - $23,438
102 Added 3.04%
3,457 $689,000
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $803 - $898
-4 Reduced 0.12%
3,355 $741,000
Q2 2024

Aug 08, 2024
BUY
$192.84 - $209.44 $152,150 - $165,248
789 Added 30.7%
3,359 $681,000
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $4.55 Million - $5.05 Million
-23,998 Reduced 90.33%
2,570 $540,000
Q4 2023

Feb 07, 2024
BUY
$162.21 - $204.82 $3.9 Million - $4.93 Million
24,054 Added 956.8%
26,568 $5.33 Million
Q1 2023

May 09, 2023
SELL
$170.25 - $198.32 $2,383 - $2,776
-14 Reduced 0.55%
2,514 $449,000
Q4 2022

Feb 07, 2023
SELL
$166.81 - $188.05 $667 - $752
-4 Reduced 0.16%
2,528 $441,000
Q4 2021

Feb 07, 2022
BUY
$212.12 - $242.56 $424 - $485
2 Added 0.08%
2,532 $569,000
Q2 2021

Aug 16, 2021
BUY
$211.85 - $232.89 $535,768 - $588,978
2,529 Added 252900.0%
2,530 $544,000
Q2 2021

Aug 06, 2021
SELL
$211.85 - $232.89 $535,768 - $588,978
-2,529 Reduced 99.96%
1 $544,000
Q2 2020

Aug 13, 2020
BUY
$104.62 - $153.09 $264,688 - $387,317
2,530 New
2,530 $371,000
Q1 2020

Jun 01, 2020
SELL
$99.9 - $169.53 $263,835 - $447,728
-2,641 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$146.46 - $166.68 $14,646 - $16,668
-100 Reduced 3.65%
2,641 $443,000
Q2 2019

Oct 15, 2019
BUY
$145.86 - $160.71 $399,802 - $440,506
2,741 New
2,741 $429,000
Q4 2017

Feb 13, 2018
SELL
$145.63 - $154.3 $380,531 - $403,185
-2,613 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
$144.61 - $148.18 $377,865 - $387,194
2,613
2,613 $387,000

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
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 Formidable Asset Management, LLC Portfolio

Follow Formidable Asset Management, 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 Formidable Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Formidable Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email