A detailed history of Independent Wealth Network Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 1,838 shares of IWM stock, worth $414,744. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,838
Previous 1,782 3.14%
Holding current value
$414,744
Previous $361,000 12.19%
% of portfolio
0.19%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$200.87 - $224.6 $11,248 - $12,577
56 Added 3.14%
1,838 $405,000
Q2 2024

Jul 18, 2024

BUY
$192.84 - $209.44 $27,768 - $30,159
144 Added 8.79%
1,782 $361,000
Q1 2024

May 20, 2024

BUY
$189.48 - $210.3 $310,368 - $344,471
1,638 New
1,638 $344,000
Q4 2023

Jan 12, 2024

BUY
$162.21 - $204.82 $190,758 - $240,868
1,176 New
1,176 $236,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. 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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.