Mittelman Wealth Management Ishares Russell 2000 ETF Transaction History

Mittelman Wealth Management

  • $153 Billion
  • Q3 2025

A detailed history of Mittelman Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 5,210 shares of IWM stock, worth $1.24 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
5,210
Previous 6,478 19.57%
Holding current value
$1.24 Million
Previous $1.4 Billion 9.83%
% of portfolio
0.83%
Previous 1.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$214.92 - $244.84 $272,518 - $310,457
-1,268 Reduced 19.57%
5,210 $1.26 Billion
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

# of Institutions
3,025
Shares Held
284M
Call Options Held
230M
Put Options Held
551M
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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