Kaizen Financial Strategies Ishares Russell 2000 ETF Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,851 shares of IWM stock, worth $542,402. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,851

Previous 1,649 72.89%

Holding current value

$542,402

Previous $364,000 56.87%

% of portfolio

0.35%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$198.1 - $229.79 $238,116 - $276,207	1,202 Added 72.89%	2,851 $571,000
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $43,874 - $49,207	203 Added 14.04%	1,649 $364,000
Q3 2024 Nov 04, 2024	SELL	$200.87 - $224.6 $19,685 - $22,010	-98 Reduced 6.35%	1,446 $319,000
Q2 2024 Aug 02, 2024	BUY	$192.84 - $209.44 $52,452 - $56,967	272 Added 21.38%	1,544 $313,000
Q1 2024 May 02, 2024	BUY	$189.48 - $210.3 $189 - $210	1 Added 0.08%	1,272 $267,000
Q4 2023 Jan 18, 2024	BUY	$162.21 - $204.82 $16,869 - $21,301	104 Added 8.91%	1,271 $255,000
Q2 2023 Aug 07, 2023	SELL	$170.4 - $187.93 $33,398 - $36,834	-196 Reduced 14.38%	1,167 $218,000
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $34,220 - $39,862	201 Added 17.3%	1,363 $243,000
Q4 2022 Jan 18, 2023	SELL	$166.81 - $188.05 $236,703 - $266,842	-1,419 Reduced 54.98%	1,162 $0
Q3 2022 Oct 18, 2022	BUY	$164.17 - $201.07 $820 - $1,005	5 Added 0.19%	2,581 $426,000
Q2 2022 Jul 18, 2022	SELL	$163.9 - $207.91 $49,661 - $62,996	-303 Reduced 10.52%	2,576 $436,000
Q1 2022 May 06, 2022	SELL	$191.52 - $225.32 $121,232 - $142,627	-633 Reduced 18.02%	2,879 $591,000
Q4 2021 Jan 26, 2022	SELL	$212.12 - $242.56 $953,691 - $1.09 Million	-4,496 Reduced 56.14%	3,512 $781,000
Q3 2021 Nov 12, 2021	BUY	$211.73 - $231.39 $80,245 - $87,696	379 Added 4.97%	8,008 $1.75 Million
Q1 2021 May 28, 2021	BUY	$193.5 - $234.42 $698,148 - $845,787	3,608 Added 89.73%	7,629 $1.69 Million
Q4 2020 Feb 03, 2021	BUY	$152.18 - $199.14 $611,915 - $800,741	4,021 New	4,021 $788,000

Others Institutions Holding IWM

# of Institutions

2,909

Shares Held

301M

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

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Kaizen Financial Strategies Ishares Russell 2000 ETF Transaction History