A detailed history of New Edge Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 1,713 shares of IWO stock, worth $497,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,713
Previous 2,053 16.56%
Holding current value
$497,746
Previous $555,000 19.1%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$245.29 - $268.7 $83,398 - $91,358
-340 Reduced 16.56%
1,713 $449,000
Q1 2024

May 06, 2024

BUY
$239.5 - $270.8 $173,637 - $196,330
725 Added 54.59%
2,053 $555,000
Q4 2023

Jan 29, 2024

BUY
$204.07 - $257.57 $271,004 - $342,052
1,328 New
1,328 $334,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.