A detailed history of Fundamentun, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Fundamentun, LLC holds 4,359 shares of IWM stock, worth $875,592. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,359
Previous 5,320 18.06%
Holding current value
$875,592
Previous $1.07 Million 14.15%
% of portfolio
0.1%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$189.48 - $210.3 $182,090 - $202,098
-961 Reduced 18.06%
4,359 $916,000
Q4 2023

Jan 24, 2024

SELL
$162.21 - $204.82 $76,887 - $97,084
-474 Reduced 8.18%
5,320 $1.07 Million
Q2 2023

Jul 18, 2023

SELL
$170.4 - $187.93 $330,576 - $364,584
-1,940 Reduced 25.08%
5,794 $1.09 Million
Q1 2023

May 01, 2023

SELL
$170.25 - $198.32 $37,965 - $44,225
-223 Reduced 2.8%
7,734 $1.38 Million
Q4 2022

Jan 19, 2023

SELL
$170.53 - $188.05 $1.2 Million - $1.32 Million
-7,044 Reduced 46.96%
7,957 $0
Q3 2022

Oct 24, 2022

SELL
$167.31 - $201.07 $66,087 - $79,422
-395 Reduced 2.57%
15,001 $2.47 Million
Q2 2022

Sep 06, 2022

SELL
$163.9 - $207.91 $724,765 - $919,378
-4,422 Reduced 22.31%
15,396 $2.61 Million
Q1 2022

Apr 26, 2022

SELL
$191.52 - $225.32 $369,442 - $434,642
-1,929 Reduced 8.87%
19,818 $4.07 Million
Q4 2021

Jan 14, 2022

SELL
$212.12 - $242.56 $195,150 - $223,155
-920 Reduced 4.06%
21,747 $4.84 Million
Q3 2021

Oct 19, 2021

BUY
$211.73 - $231.39 $4.55 Million - $4.98 Million
21,512 Added 1862.51%
22,667 $4.96 Million
Q2 2021

Jul 19, 2021

SELL
$211.85 - $232.89 $324,977 - $357,253
-1,534 Reduced 57.05%
1,155 $265,000
Q1 2021

Apr 27, 2021

BUY
$193.5 - $234.42 $520,321 - $630,355
2,689 New
2,689 $594,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Fundamentun, LLC Portfolio

Follow Fundamentun, 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 Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.