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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 699 shares of IWM stock, worth $154,003. This represents 0.09% of its overall portfolio holdings.

Number of Shares
699
Previous 585 19.49%
Holding current value
$154,003
Previous $129 Million 7.92%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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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