A detailed history of Nelson Capital Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Nelson Capital Management, LLC holds 906 shares of IWM stock, worth $202,391. This represents 0.03% of its overall portfolio holdings.

Number of Shares
906
Holding current value
$202,391
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$200.87 - $224.6 $181,988 - $203,487
906 New
906 $200,000
Q1 2024

May 06, 2024

BUY
$189.48 - $210.3 $186,637 - $207,145
985 New
985 $207,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Nelson Capital Management, LLC Portfolio

Follow Nelson Capital Management, LLC 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 Nelson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson Capital Management, LLC with notifications on news.