Mascoma Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Mascoma Wealth Management LLC

$437 Million
Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 16 shares of IWO stock, worth $5,245. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 16 -0.0%

Holding current value

$5,245

Previous $4,000 25.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$254.58 - $302.92 $5,091 - $6,058	-20 Reduced 55.56%	16 $4,000
Q4 2024 Feb 10, 2025	BUY	$278.19 - $315.36 $5,563 - $6,307	20 Added 125.0%	36 $10,000
Q4 2022 Jan 24, 2023	BUY	$205.84 - $231.03 $3,293 - $3,696	16 New	16 $0
Q1 2022 Apr 25, 2022	SELL	$234.1 - $296.68 $3,511 - $4,450	-15 Closed	0 $0
Q3 2021 Oct 06, 2021	BUY	$284.4 - $314.06 $4,266 - $4,710	15 New	15 $4,000
Q2 2021 Jul 06, 2021	SELL	$278.74 - $313.3 $4,181 - $4,699	-15 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$282.5 - $336.63 $4,237 - $5,049	15 New	15 $4,000
Q3 2019 Nov 21, 2019	SELL	$189.94 - $205.08 $2,849 - $3,076	-15 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	$173.97 - $178.96 $2,609 - $2,684	15	15 $3,000

Others Institutions Holding IWO

# of Institutions

1,135

Shares Held

33.3M

Call Options Held

45.7K

Put Options Held

26.2K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Mascoma Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History