A detailed history of Penobscot Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Penobscot Wealth Management holds 1,987 shares of IWM stock, worth $440,955. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,987
Previous 1,189 67.12%
Holding current value
$440,955
Previous $239,000 83.68%
% of portfolio
0.24%
Previous 0.14%

Shares

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

Oct 28, 2024

BUY
$200.87 - $224.6 $160,294 - $179,230
798 Added 67.12%
1,987 $439,000
Q2 2024

Jul 29, 2024

BUY
$192.84 - $209.44 $229,286 - $249,024
1,189 New
1,189 $239,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Penobscot Wealth Management Portfolio

Follow Penobscot Wealth Management 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 Penobscot Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Penobscot Wealth Management with notifications on news.