Paragon Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 8,587 shares of IWM stock, worth $2.04 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
8,587
Previous 2,967 189.42%
Holding current value
$2.04 Million
Previous $640,000 224.53%
% of portfolio
0.73%
Previous 0.27%

Shares

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

Nov 03, 2025
BUY
$214.92 - $244.84 $1.21 Million - $1.38 Million
5,620 Added 189.42%
8,587 $2.08 Million
Q2 2025

Aug 14, 2025
BUY
$174.82 - $215.79 $241,251 - $297,790
1,380 Added 86.96%
2,967 $640,000
Q1 2025

May 15, 2025
BUY
$198.1 - $229.79 $314,384 - $364,676
1,587 New
1,587 $316,000

Others Institutions Holding IWM

# of Institutions
3,026
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, 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 Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email