A detailed history of Madison Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Madison Wealth Management holds 2,028 shares of IWM stock, worth $467,088. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,028
Previous 2,028 -0.0%
Holding current value
$467,088
Previous $379,000 5.54%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

BUY
$170.4 - $187.93 $8,520 - $9,396
50 Added 2.53%
2,028 $379,000
Q1 2023

May 08, 2023

SELL
$170.25 - $198.32 $11,066 - $12,890
-65 Reduced 3.18%
1,978 $352,000
Q4 2022

Feb 08, 2023

BUY
$166.81 - $188.05 $26,689 - $30,088
160 Added 8.5%
2,043 $356,000
Q4 2021

Feb 11, 2022

BUY
$212.12 - $242.56 $424 - $485
2 Added 0.11%
1,883 $419,000
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $1,482 - $1,619
7 Added 0.37%
1,881 $412,000
Q2 2021

Aug 12, 2021

BUY
$211.85 - $232.89 $1,059 - $1,164
5 Added 0.27%
1,874 $430,000
Q4 2020

Feb 09, 2021

BUY
$152.18 - $199.14 $284,424 - $372,192
1,869 New
1,869 $367,000
Q1 2020

May 08, 2020

SELL
$99.9 - $169.53 $489,310 - $830,357
-4,898 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$146.46 - $166.68 $717,361 - $816,398
4,898 New
4,898 $812,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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