A detailed history of Nestegg Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Nestegg Advisors, Inc. holds 1,062 shares of IWM stock, worth $252,203. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,189 10.68%
Holding current value
$252,203
Previous $257 Million 0.09%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Oct 23, 2025

SELL
$214.92 - $244.84 $27,294 - $31,094
-127 Reduced 10.68%
1,062 $257 Million
Q2 2025

Jul 28, 2025

BUY
$174.82 - $215.79 $524 - $647
3 Added 0.25%
1,189 $257 Million
Q1 2025

May 14, 2025

BUY
$198.1 - $229.79 $594 - $689
3 Added 0.25%
1,186 $237 Million
Q4 2024

Mar 21, 2025

BUY
$216.13 - $242.4 $255,681 - $286,759
1,183 New
1,183 $268 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Nestegg Advisors, Inc. Portfolio

Follow Nestegg Advisors, 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 Nestegg Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nestegg Advisors, Inc. with notifications on news.