Monograph Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Monograph Wealth Advisors, LLC

$765 Million
Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,015 shares of IWM stock, worth $983,915. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,015

Previous 4,472 10.22%

Holding current value

$983,915

Previous $892,000 2.91%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$174.82 - $215.79 $79,892 - $98,616	-457 Reduced 10.22%	4,015 $866,000
Q1 2024 May 14, 2024	BUY	$189.48 - $210.3 $590,230 - $655,084	3,115 Added 229.55%	4,472 $940,000
Q4 2023 Feb 14, 2024	SELL	$162.21 - $204.82 $12,976 - $16,385	-80 Reduced 5.57%	1,357 $272,000
Q3 2023 Nov 15, 2023	BUY	$174.36 - $198.71 $13,948 - $15,896	80 Added 5.9%	1,437 $253,000
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $226,361 - $255,183	1,357 New	1,357 $236,000
Q2 2022 Aug 10, 2022	BUY	$163.9 - $207.91 $163 - $207	1 Added 0.06%	1,725 $292,000
Q1 2022 May 13, 2022	BUY	$191.52 - $225.32 $191 - $225	1 Added 0.06%	1,724 $354,000
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $365,482 - $417,930	1,723 New	1,723 $383,000

Others Institutions Holding IWM

# of Institutions

2,935

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Monograph Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History