Journey Strategic Wealth LLC Ishares Russell 2000 ETF Transaction History

Journey Strategic Wealth LLC

$2.83 Billion
Q1 2025

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 1,199 shares of IWM stock, worth $246,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,199

Previous 2,013 40.44%

Holding current value

$246,406

Previous $444,000 46.17%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$198.1 - $229.79 $161,253 - $187,049	-814 Reduced 40.44%	1,199 $239,000
Q4 2024 Jan 24, 2025	BUY	$216.13 - $242.4 $435,069 - $487,951	2,013 New	2,013 $444,000
Q2 2024 Aug 14, 2024	SELL	$192.84 - $209.44 $945,494 - $1.03 Million	-4,903 Reduced 74.49%	1,679 $340,000
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $1.55 Million - $1.72 Million	-8,172 Reduced 55.39%	6,582 $1.38 Million
Q4 2023 Feb 09, 2024	SELL	$162.21 - $204.82 $29,360 - $37,072	-181 Reduced 1.21%	14,754 $2.96 Million
Q3 2023 Nov 08, 2023	SELL	$174.36 - $198.71 $1.44 Million - $1.64 Million	-8,275 Reduced 35.65%	14,935 $2.64 Million
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $1.25 Million - $1.38 Million	7,347 Added 46.32%	23,210 $4.35 Million
Q1 2023 May 11, 2023	SELL	$170.25 - $198.32 $42,903 - $49,976	-252 Reduced 1.56%	15,863 $2.83 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $96,416 - $108,692	578 Added 3.72%	16,115 $2.81 Million
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $32,177 - $39,409	-196 Reduced 1.25%	15,537 $2.56 Million
Q2 2022 Aug 15, 2022	BUY	$163.9 - $207.91 $2.58 Million - $3.27 Million	15,733 New	15,733 $2.67 Million
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $2.81 Million - $3.31 Million	-14,698 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $3.12 Million - $3.57 Million	14,698 New	14,698 $3.27 Million

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Journey Strategic Wealth LLC Ishares Russell 2000 ETF Transaction History