Journey Beyond Wealth, LLC Ishares Russell 2000 ETF Transaction History

Journey Beyond Wealth, LLC

  • $119 Billion
  • Q2 2025

A detailed history of Journey Beyond Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 2,528 shares of IWM stock, worth $567,232. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,528
Previous 2,528 -0.0%
Holding current value
$567,232
Previous $504 Million 8.17%
% of portfolio
0.46%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$198.1 - $229.79 $13,074 - $15,166
-66 Reduced 2.54%
2,528 $504 Million
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $560,641 - $628,785
2,594 New
2,594 $573 Million

Others Institutions Holding IWM

# of Institutions
2,895
Shares Held
315M
Call Options Held
231M
Put Options Held
543M
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 Journey Beyond Wealth, LLC Portfolio

Follow Journey Beyond 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 Journey Beyond Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Beyond Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email