Plan A Wealth LLC Ishares Russell 2000 ETF Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 1,683 shares of IWM stock, worth $406,629. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,683
Previous 1,759 4.32%
Holding current value
$406,629
Previous $380 Million 7.28%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 06, 2025
SELL
$214.92 - $244.84 $16,333 - $18,607
-76 Reduced 4.32%
1,683 $407 Million
Q2 2025

Nov 06, 2025
SELL
$174.82 - $215.79 $163,456 - $201,763
-935 Reduced 34.71%
1,759 $380 Million
Q1 2025

Nov 06, 2025
SELL
$198.1 - $229.79 $30,705 - $35,617
-155 Reduced 5.44%
2,694 $537 Million
Q4 2024

Nov 06, 2025
BUY
$216.13 - $242.4 $615,754 - $690,597
2,849 New
2,849 $630 Million

Others Institutions Holding IWM

# of Institutions
2,975
Shares Held
304M
Call Options Held
282M
Put Options Held
615M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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