Intrepid Financial Planning Group LLC Ishares Russell 2000 ETF Transaction History

Intrepid Financial Planning Group LLC

$235 Million
Q3 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 6,883 shares of IWM stock, worth $1.63 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

6,883

Previous 6,853 0.44%

Holding current value

$1.63 Million

Previous $1.48 Million 12.65%

% of portfolio

0.71%

Previous 0.66%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$214.92 - $244.84 $6,447 - $7,345	30 Added 0.44%	6,883 $1.67 Million
Q2 2025 Aug 11, 2025	BUY	$174.82 - $215.79 $1,573 - $1,942	9 Added 0.13%	6,853 $1.48 Million
Q1 2025 May 13, 2025	SELL	$198.1 - $229.79 $19,017 - $22,059	-96 Reduced 1.38%	6,844 $1.37 Million
Q4 2024 Feb 10, 2025	SELL	$216.13 - $242.4 $50,790 - $56,964	-235 Reduced 3.28%	6,940 $1.53 Million
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $157,482 - $176,086	784 Added 12.27%	7,175 $1.58 Million

Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $7,906 - $8,587	41 Added 0.65%	6,391 $1.3 Million
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $11,179 - $12,407	59 Added 0.94%	6,350 $1.34 Million
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $36,983 - $46,698	-228 Reduced 3.5%	6,291 $1.26 Million
Q3 2023 Nov 03, 2023	SELL	$174.36 - $198.71 $5,056 - $5,762	-29 Reduced 0.44%	6,519 $1.15 Million
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $10,564 - $11,651	62 Added 0.96%	6,548 $1.23 Million
Q1 2023 May 02, 2023	SELL	$170.25 - $198.32 $41,030 - $47,795	-241 Reduced 3.58%	6,486 $1.16 Million
Q4 2022 Feb 02, 2023	SELL	$166.81 - $188.05 $11,009 - $12,411	-66 Reduced 0.97%	6,727 $1.17 Million
Q3 2022 Nov 07, 2022	BUY	$164.17 - $201.07 $1,641 - $2,010	10 Added 0.15%	6,793 $1.12 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $1.11 Million - $1.41 Million	6,783 New	6,783 $1.15 Million

Others Institutions Holding IWM

# of Institutions

3,027

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Intrepid Financial Planning Group LLC Ishares Russell 2000 ETF Transaction History