Palo Alto Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Palo Alto Wealth Advisors, LLC

$343 Billion
Q3 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,119 shares of IWM stock, worth $503,220. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,119

Previous 2,113 0.28%

Holding current value

$503,220

Previous $456 Million 13.5%

% of portfolio

0.15%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$214.92 - $244.84 $1,289 - $1,469	6 Added 0.28%	2,119 $518 Million
Q2 2025 Aug 14, 2025	BUY	$174.82 - $215.79 $874 - $1,078	5 Added 0.24%	2,113 $456 Million
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $990 - $1,148	5 Added 0.24%	2,108 $440 Million
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $1,512 - $1,696	7 Added 0.33%	2,103 $465 Million
Q3 2024 Nov 06, 2024	BUY	$200.87 - $224.6 $1,406 - $1,572	7 Added 0.34%	2,096 $466 Million

Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $1,157 - $1,256	6 Added 0.29%	2,089 $424 Million
Q1 2024 Apr 30, 2024	BUY	$189.48 - $210.3 $947 - $1,051	5 Added 0.24%	2,083 $438 Million
Q3 2023 Oct 30, 2023	SELL	$174.36 - $198.71 $50,738 - $57,824	-291 Reduced 12.28%	2,078 $369 Million
Q4 2022 Feb 07, 2023	BUY	$166.81 - $188.05 $395,172 - $445,490	2,369 New	2,369 $413 Million

Others Institutions Holding IWM

# of Institutions

3,022

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Palo Alto Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History