Orgel Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Orgel Wealth Management, LLC

$4.15 Billion
Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,341 shares of IWO stock, worth $439,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,341

Previous 1,280 4.77%

Holding current value

$439,807

Previous $365,000 17.53%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$284.45 - $324.95 $17,351 - $19,821	61 Added 4.77%	1,341 $429,000
Q1 2025 Apr 15, 2025	SELL	$254.58 - $302.92 $42,769 - $50,890	-168 Reduced 11.6%	1,280 $329,000
Q3 2024 Oct 17, 2024	SELL	$256.4 - $289.78 $95,893 - $108,377	-374 Reduced 20.53%	1,448 $411,000
Q1 2024 Apr 15, 2024	BUY	$239.5 - $270.8 $2,874 - $3,249	12 Added 0.66%	1,822 $493,000
Q4 2023 Jan 11, 2024	SELL	$204.07 - $257.57 $618,128 - $780,179	-3,029 Reduced 62.6%	1,810 $456,000
Q3 2023 Oct 26, 2023	BUY	$221.24 - $254.04 $1.07 Million - $1.23 Million	4,839 New	4,839 $1.08 Million

Others Institutions Holding IWO

# of Institutions

1,104

Shares Held

33.2M

Call Options Held

45.7K

Put Options Held

26.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History