Marshall & Sterling Wealth Advisors Inc. Ishares Russell 2000 ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 700 shares of IWM stock, worth $171,542. This represents 0.1% of its overall portfolio holdings.

Number of Shares
700
Previous 699 0.14%
Holding current value
$171,542
Previous $139 Million 8.17%
% of portfolio
0.1%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$174.82 - $215.79 $174 - $215
1 Added 0.14%
700 $151 Million
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $22,583 - $26,196
114 Added 19.49%
699 $139 Million
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $126,436 - $141,804
585 New
585 $129 Million

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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