A detailed history of New England Capital Financial Advisors LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 542 shares of IWO stock, worth $157,640. This represents 0.08% of its overall portfolio holdings.

Number of Shares
542
Previous 540 0.37%
Holding current value
$157,640
Previous $142 Million 8.38%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 29, 2024

BUY
$256.4 - $289.78 $512 - $579
2 Added 0.37%
542 $154 Million
Q1 2024

May 02, 2024

BUY
$239.5 - $270.8 $239 - $270
1 Added 0.19%
540 $146 Million
Q4 2023

Feb 01, 2024

BUY
$204.07 - $257.57 $408 - $515
2 Added 0.37%
539 $136 Million
Q2 2023

Aug 02, 2023

BUY
$219.8 - $242.66 $219 - $242
1 Added 0.19%
537 $130 Million
Q1 2023

May 04, 2023

BUY
$212.51 - $245.01 $212 - $245
1 Added 0.19%
536 $122 Million
Q4 2022

Feb 03, 2023

BUY
$205.84 - $231.03 $110,124 - $123,601
535 New
535 $122 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track New England Capital Financial Advisors LLC Portfolio

Follow New England Capital Financial Advisors 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 New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.