Lji Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Lji Wealth Management, LLC

$573 Billion
Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 109,862 shares of IWM stock, worth $26.1 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares

109,862

Previous 111,716 1.66%

Holding current value

$26.1 Million

Previous $24.1 Billion 10.27%

% of portfolio

4.64%

Previous 4.2%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$214.92 - $244.84 $398,461 - $453,933	-1,854 Reduced 1.66%	109,862 $26.6 Billion
Q2 2025 Jul 31, 2025	BUY	$174.82 - $215.79 $1.38 Million - $1.7 Million	7,894 Added 7.6%	111,716 $24.1 Billion
Q1 2025 May 01, 2025	BUY	$198.1 - $229.79 $1.54 Million - $1.78 Million	7,758 Added 8.08%	103,822 $20.7 Billion
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $1.26 Million - $1.41 Million	-5,829 Reduced 5.72%	96,064 $21.2 Billion
Q3 2024 Nov 06, 2024	BUY	$200.87 - $224.6 $855,304 - $956,346	4,258 Added 4.36%	101,893 $22.5 Billion

Q2 2024 Aug 12, 2024	BUY	$192.84 - $209.44 $4.25 Million - $4.62 Million	22,063 Added 29.19%	97,635 $19.8 Billion
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $528,080 - $586,106	2,787 Added 3.83%	75,572 $15.9 Billion
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $16,545 - $20,891	-102 Reduced 0.14%	72,785 $14.6 Billion
Q3 2023 Feb 02, 2024	BUY	$174.36 - $198.71 $594,044 - $677,004	3,407 Added 4.9%	72,887 $12.9 Billion
Q2 2023 Feb 02, 2024	SELL	$170.4 - $187.93 $26,241 - $28,941	-154 Reduced 0.22%	69,480 $13 Billion
Q1 2023 Feb 02, 2024	BUY	$170.25 - $198.32 $582,425 - $678,452	3,421 Added 5.17%	69,634 $12.4 Billion
Q4 2022 Jan 02, 2024	BUY	$166.81 - $188.05 $11 Million - $12.5 Million	66,213 New	66,213 $11.5 Billion

Others Institutions Holding IWM

# of Institutions

3,023

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Ishares Russell 2000 ETF Transaction History