Juncture Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 1,353 shares of IWM stock, worth $271,208. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,353

Previous 1,316 2.81%

Holding current value

$271,208

Previous $290,000 6.55%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$198.1 - $229.79 $7,329 - $8,502	37 Added 2.81%	1,353 $271,000
Q4 2024 Jan 21, 2025	BUY	$216.13 - $242.4 $284,427 - $318,998	1,316 New	1,316 $290,000
Q2 2022 Jul 14, 2022	SELL	$163.9 - $207.91 $201,433 - $255,521	-1,229 Closed	0 $0
Q1 2022 Jul 14, 2022	SELL	$191.52 - $225.32 $515,188 - $606,110	-2,690 Reduced 68.64%	1,229 $252,000
Q4 2021 Jan 19, 2022	SELL	$212.12 - $242.56 $2,333 - $2,668	-11 Reduced 0.28%	3,919 $872,000
Q3 2021 Oct 15, 2021	SELL	$211.73 - $231.39 $32,606 - $35,634	-154 Reduced 3.77%	3,930 $860,000
Q2 2021 Aug 13, 2021	SELL	$211.85 - $232.89 $7.02 Million - $7.72 Million	-33,139 Reduced 89.03%	4,084 $909,000
Q1 2021 Apr 15, 2021	BUY	$193.5 - $234.42 $7.2 Million - $8.73 Million	37,223 New	37,223 $8.12 Million

Others Institutions Holding IWM

# of Institutions

2,943

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Account

Juncture Wealth Strategies, LLC Ishares Russell 2000 ETF Transaction History