A detailed history of Mittelman Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 6,478 shares of IWM stock, worth $1.43 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
6,478
Previous 4,765 35.95%
Holding current value
$1.43 Million
Previous $951 Million 47.05%
% of portfolio
1.18%
Previous 0.86%

Shares

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

Aug 08, 2025

BUY
$174.82 - $215.79 $299,466 - $369,648
1,713 Added 35.95%
6,478 $1.4 Billion
Q1 2025

May 15, 2025

BUY
$198.1 - $229.79 $1,981 - $2,297
10 Added 0.21%
4,765 $951 Million
Q4 2024

Feb 18, 2025

BUY
$216.13 - $242.4 $1.03 Million - $1.15 Million
4,755 New
4,755 $1.05 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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