A detailed history of Pensionmark Financial Group, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,862 shares of IWC stock, worth $522,876. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,862
Previous 1,916 101.57%
Holding current value
$522,876
Previous $218,000 118.35%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$112.21 - $129.46 $218,360 - $251,929
1,946 Added 101.57%
3,862 $476,000
Q2 2024

Aug 14, 2024

BUY
$109.35 - $119.81 $12,684 - $13,897
116 Added 6.44%
1,916 $218,000
Q1 2024

May 15, 2024

SELL
$109.23 - $121.19 $10,923 - $12,119
-100 Reduced 5.26%
1,800 $218,000
Q4 2023

Feb 14, 2024

BUY
$90.78 - $118.63 $172,482 - $225,397
1,900 New
1,900 $220,000

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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