A detailed history of Holos Integrated Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 56 shares of IWM stock, worth $13,723. This represents 0.01% of its overall portfolio holdings.

Number of Shares
56
Previous 56 -0.0%
Holding current value
$13,723
Previous $11.2 Million 10.45%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Aug 08, 2025

BUY
$216.13 - $242.4 $12,103 - $13,574
56 New
56 $12.4 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Holos Integrated Wealth LLC Portfolio

Follow Holos Integrated 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 Holos Integrated Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holos Integrated Wealth LLC with notifications on news.