Kaizen Financial Strategies Ishares Russell 2000 Gwt ETF Transaction History

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025

A detailed history of Kaizen Financial Strategies transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,225 shares of IWO stock, worth $401,640. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,225
Previous 1,125 8.89%
Holding current value
$401,640
Previous $289,000 21.11%
% of portfolio
0.19%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$224.16 - $285.86 $22,416 - $28,586
100 Added 8.89%
1,225 $350,000
Q1 2025

Apr 08, 2025
SELL
$254.58 - $302.92 $12,729 - $15,146
-50 Reduced 4.26%
1,125 $289,000
Q4 2024

Feb 14, 2025
BUY
$278.19 - $315.36 $29,209 - $33,112
105 Added 9.81%
1,175 $338,000
Q3 2024

Nov 04, 2024
BUY
$256.4 - $289.78 $17,948 - $20,284
70 Added 7.0%
1,070 $303,000
Q2 2024

Aug 02, 2024
BUY
$245.29 - $268.7 $245,290 - $268,700
1,000 New
1,000 $262,000

Others Institutions Holding IWO

# of Institutions
1,128
Shares Held
33.3M
Call Options Held
45.7K
Put Options Held
26.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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