Perfromance Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Perfromance Wealth Partners, LLC

$2.77 Billion
Q1 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,671 shares of IWO stock, worth $423,682. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,671

Previous 2,696 38.02%

Holding current value

$423,682

Previous $775,000 45.03%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$254.58 - $302.92 $260,944 - $310,493	-1,025 Reduced 38.02%	1,671 $426,000
Q4 2024 Jan 17, 2025	SELL	$278.19 - $315.36 $556 - $630	-2 Reduced 0.07%	2,696 $775,000
Q4 2023 Jan 22, 2024	SELL	$204.07 - $257.57 $74,077 - $93,497	-363 Reduced 11.86%	2,698 $680,000
Q1 2023 Apr 20, 2023	SELL	$212.51 - $245.01 $13,388 - $15,435	-63 Reduced 2.02%	3,061 $694,000
Q4 2022 Jan 19, 2023	SELL	$205.84 - $231.03 $24,494 - $27,492	-119 Reduced 3.67%	3,124 $0
Q3 2022 Oct 17, 2022	BUY	$202.93 - $248.43 $10,146 - $12,421	50 Added 1.57%	3,243 $670,000
Q2 2022 Jul 15, 2022	SELL	$194.2 - $261.13 $21,362 - $28,724	-110 Reduced 3.33%	3,193 $659,000
Q4 2021 Feb 03, 2022	BUY	$280.02 - $327.35 $924,906 - $1.08 Million	3,303 New	3,303 $968,000

Others Institutions Holding IWO

# of Institutions

1,113

Shares Held

33.2M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Perfromance Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History