A detailed history of Montgomery Investment Management Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Montgomery Investment Management Inc holds 4,000 shares of IWM stock, worth $962,480. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$962,480
Previous $811,000 8.88%
% of portfolio
0.34%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 28, 2020

SELL
$99.9 - $169.53 $179,020 - $303,797
-1,792 Reduced 30.94%
4,000 $458,000
Q3 2018

Nov 07, 2018

BUY
$164.2 - $173.02 $951,046 - $1 Million
5,792 New
5,792 $976,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Montgomery Investment Management Inc Portfolio

Follow Montgomery Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montgomery Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montgomery Investment Management Inc with notifications on news.