A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 7,096 shares of IWM stock, worth $1.43 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,096
Previous 7,094 0.03%
Holding current value
$1.43 Million
Previous $1.42 Million 4.85%
% of portfolio
0.15%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$189.48 - $210.3 $378 - $420
2 Added 0.03%
7,096 $1.49 Million
Q4 2023

Jan 10, 2024

SELL
$162.21 - $204.82 $4,379 - $5,530
-27 Reduced 0.38%
7,094 $1.42 Million
Q3 2023

Oct 25, 2023

BUY
$174.36 - $198.71 $70,964 - $80,874
407 Added 6.06%
7,121 $1.26 Million
Q2 2023

Jul 14, 2023

BUY
$170.4 - $187.93 $681 - $751
4 Added 0.06%
6,714 $1.26 Million
Q1 2023

Apr 13, 2023

BUY
$170.25 - $198.32 $798,132 - $929,724
4,688 Added 231.85%
6,710 $1.2 Million
Q4 2022

Jan 12, 2023

BUY
$170.53 - $188.05 $344,811 - $380,237
2,022 New
2,022 $0

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, 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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.