Madison Wealth Partners, Inc Ishares Russell 2000 ETF Transaction History

Madison Wealth Partners, Inc

$357 Million
Q1 2025

A detailed history of Madison Wealth Partners, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 2,096 shares of IWM stock, worth $406,875. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,096

Previous 2,096 -0.0%

Holding current value

$406,875

Previous $463,000 9.72%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$200.87 - $224.6 $13,860 - $15,497	-69 Reduced 3.19%	2,096 $462,000
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $44,931 - $48,799	-233 Reduced 9.72%	2,165 $439,000
Q4 2023 Feb 12, 2024	SELL	$162.21 - $204.82 $17,843 - $22,530	-110 Reduced 4.39%	2,398 $481,000
Q2 2023 Jul 20, 2023	SELL	$170.4 - $187.93 $15,165 - $16,725	-89 Reduced 3.43%	2,508 $469,000
Q1 2023 Apr 20, 2023	SELL	$170.25 - $198.32 $12,598 - $14,675	-74 Reduced 2.77%	2,597 $463,000
Q4 2022 Jan 24, 2023	SELL	$166.81 - $188.05 $20,684 - $23,318	-124 Reduced 4.44%	2,671 $0
Q3 2022 Oct 24, 2022	BUY	$164.17 - $201.07 $67,473 - $82,639	411 Added 17.24%	2,795 $461,000
Q2 2022 Jul 22, 2022	BUY	$163.9 - $207.91 $390,737 - $495,657	2,384 New	2,384 $404,000

Others Institutions Holding IWM

# of Institutions

2,905

Shares Held

300M

Call Options Held

213M

Put Options Held

497M

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 Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Ishares Russell 2000 ETF Transaction History