Nelson Capital Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Nelson Capital Management, LLC

  • $831 Million
  • Q3 2025

A detailed history of Nelson Capital Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Nelson Capital Management, LLC holds 1,250 shares of IWO stock, worth $390,150. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,250
Previous 1,250 -0.0%
Holding current value
$390,150
Previous $357,000 12.04%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 23, 2025
SELL
$224.16 - $285.86 $5,604 - $7,146
-25 Reduced 1.96%
1,250 $357,000
Q1 2024

May 06, 2024
BUY
$239.5 - $270.8 $29,937 - $33,850
125 Added 10.87%
1,275 $345,000
Q1 2022

May 02, 2022
SELL
$234.1 - $296.68 $10,534 - $13,350
-45 Reduced 3.77%
1,150 $294,000
Q4 2021

Feb 14, 2022
SELL
$280.02 - $327.35 $5,600 - $6,547
-20 Reduced 1.65%
1,195 $350,000
Q2 2021

Aug 10, 2021
SELL
$278.74 - $313.3 $29,267 - $32,896
-105 Reduced 7.95%
1,215 $379,000
Q4 2020

Feb 17, 2021
BUY
$223.17 - $294.86 $294,584 - $389,215
1,320 New
1,320 $378,000

Others Institutions Holding IWO

# of Institutions
1,154
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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.

Choose your preferred platform and Sign Up 👇 Telegram Email