Litman Gregory Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 85,014 shares of IWM stock, worth $17.5 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares

85,014

Previous 111,247 23.58%

Holding current value

$17.5 Million

Previous $24.6 Million 31.01%

% of portfolio

1.46%

Previous 2.13%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$198.1 - $229.79 $5.2 Million - $6.03 Million	-26,233 Reduced 23.58%	85,014 $17 Million
Q4 2024 Jan 23, 2025	SELL	$216.13 - $242.4 $2.04 Million - $2.29 Million	-9,449 Reduced 7.83%	111,247 $24.6 Million
Q3 2024 Oct 22, 2024	SELL	$200.87 - $224.6 $154,469 - $172,717	-769 Reduced 0.63%	120,696 $26.7 Million
Q2 2024 Jul 30, 2024	BUY	$192.84 - $209.44 $734,720 - $797,966	3,810 Added 3.24%	121,465 $24.6 Million
Q1 2024 May 03, 2024	SELL	$189.48 - $210.3 $6,442 - $7,150	-34 Reduced 0.03%	117,655 $24.7 Million
Q4 2023 Jan 31, 2024	SELL	$162.21 - $204.82 $2.22 Million - $2.8 Million	-13,677 Reduced 10.41%	117,689 $23.6 Million
Q3 2023 Oct 23, 2023	BUY	$174.36 - $198.71 $802,927 - $915,059	4,605 Added 3.63%	131,366 $23.2 Million
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $21.6 Million - $23.8 Million	126,761 New	126,761 $23.7 Million
Q4 2022 Jan 17, 2023	SELL	$166.81 - $188.05 $1.74 Million - $1.96 Million	-10,424 Reduced 6.85%	141,808 $0
Q3 2022 Oct 13, 2022	BUY	$164.17 - $201.07 $889,801 - $1.09 Million	5,420 Added 3.69%	152,232 $25.1 Million
Q2 2022 Jul 21, 2022	SELL	$163.9 - $207.91 $1.06 Million - $1.35 Million	-6,476 Reduced 4.22%	146,812 $24.9 Million
Q1 2022 May 04, 2022	BUY	$191.52 - $225.32 $3.77 Million - $4.43 Million	19,673 Added 14.72%	153,288 $31.5 Million
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $2.02 Million - $2.31 Million	9,523 Added 7.67%	133,615 $29.7 Million
Q3 2021 Nov 03, 2021	BUY	$211.73 - $231.39 $20.7 Million - $22.6 Million	97,832 Added 372.55%	124,092 $27.1 Million
Q2 2021 Jul 27, 2021	SELL	$211.85 - $232.89 $14.5 Million - $16 Million	-68,506 Reduced 72.29%	26,260 $26.3 Million
Q1 2021 May 10, 2021	BUY	$193.5 - $234.42 $194,467 - $235,592	1,005 Added 1.07%	94,766 $20.9 Million
Q4 2020 Feb 05, 2021	BUY	$152.18 - $199.14 $129,657 - $169,667	852 Added 0.92%	93,761 $18.4 Million
Q3 2020 Nov 03, 2020	BUY	$139.07 - $158.46 $205,128 - $233,728	1,475 Added 1.61%	92,909 $13.9 Million
Q2 2020 Jul 31, 2020	BUY	$104.62 - $153.09 $178,167 - $260,712	1,703 Added 1.9%	91,434 $13.1 Million
Q1 2020 Apr 28, 2020	BUY	$99.9 - $169.53 $736,462 - $1.25 Million	7,372 Added 8.95%	89,731 $10.3 Million
Q4 2019 Jan 30, 2020	BUY	$146.46 - $166.68 $448,753 - $510,707	3,064 Added 3.86%	82,359 $13.6 Million
Q3 2019 Nov 06, 2019	BUY	$144.85 - $157.9 $28,390 - $30,948	196 Added 0.25%	79,295 $12 Million
Q2 2019 Jul 31, 2019	SELL	$145.86 - $160.71 $152,861 - $168,424	-1,048 Reduced 1.31%	79,099 $12.3 Million
Q1 2019 Apr 30, 2019	BUY	$132.25 - $158.24 $363,952 - $435,476	2,752 Added 3.56%	80,147 $12.3 Million
Q4 2018 Feb 01, 2019	BUY	$125.88 - $166.33 $3.66 Million - $4.83 Million	29,049 Added 60.09%	77,395 $10.4 Million
Q3 2018 Nov 15, 2018	BUY	$164.2 - $173.02 $275,199 - $289,981	1,676 Added 3.59%	48,346 $8.15 Million
Q2 2018 Aug 09, 2018	BUY	$148.13 - $169.97 $2.23 Million - $2.56 Million	15,061 Added 47.65%	46,670 $7.64 Million
Q1 2018 May 07, 2018	BUY	$145.44 - $159.96 $760,360 - $836,270	5,228 Added 19.82%	31,609 $4.8 Million
Q4 2017 Jan 30, 2018	BUY	$145.63 - $154.3 $702,373 - $744,188	4,823 Added 22.37%	26,381 $4.02 Million
Q3 2017 Nov 09, 2017	BUY	$144.61 - $148.18 $3.12 Million - $3.19 Million	21,558	21,558 $3.19 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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Ishares Russell 2000 ETF Transaction History