Fourth Dimension Wealth, LLC Ishares Russell 2000 ETF Transaction History

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 509 shares of IWM stock, worth $124,735. This represents 0.05% of its overall portfolio holdings.

Number of Shares
509
Previous 810 37.16%
Holding current value
$124,735
Previous $162 Million 32.04%
% of portfolio
0.05%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$174.82 - $215.79 $52,620 - $64,952
-301 Reduced 37.16%
509 $110 Million
Q1 2025

Apr 23, 2025
SELL
$198.1 - $229.79 $17,630 - $20,451
-89 Reduced 9.9%
810 $162 Million
Q4 2024

Feb 18, 2025
BUY
$216.13 - $242.4 $194,300 - $217,917
899 New
899 $199 Million

Others Institutions Holding IWM

# of Institutions
2,951
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 Fourth Dimension Wealth, LLC Portfolio

Follow Fourth Dimension Wealth, 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 Fourth Dimension Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fourth Dimension Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email