Prosperity Financial Group, Inc. Ishares Russell 2000 ETF Transaction History

Prosperity Financial Group, Inc.

$235 Billion
Q2 2025

A detailed history of Prosperity Financial Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 1,104 shares of IWM stock, worth $243,498. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,104

Previous 1,144 3.5%

Holding current value

$243,498

Previous $228 Million 4.44%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$174.82 - $215.79 $6,992 - $8,631	-40 Reduced 3.5%	1,104 $238 Million
Q1 2025 May 15, 2025	BUY	$198.1 - $229.79 $198 - $229	1 Added 0.09%	1,144 $228 Million
Q4 2024 Feb 07, 2025	BUY	$216.13 - $242.4 $216 - $242	1 Added 0.09%	1,143 $253 Million
Q2 2024 Aug 13, 2024	SELL	$192.84 - $209.44 $10,413 - $11,309	-54 Reduced 4.52%	1,142 $232 Million
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $5,684 - $6,309	30 Added 2.57%	1,196 $252 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $162 - $204	1 Added 0.09%	1,166 $234 Million
Q3 2023 Nov 07, 2023	BUY	$174.36 - $198.71 $4,359 - $4,967	25 Added 2.19%	1,165 $206 Million
Q2 2023 Sep 12, 2023	BUY	$170.4 - $187.93 $194,256 - $214,240	1,140 New	1,140 $213 Million

Others Institutions Holding IWM

# of Institutions

2,908

Shares Held

315M

Call Options Held

233M

Put Options Held

547M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Financial Group, Inc. with notifications on news.

Account

Prosperity Financial Group, Inc. Ishares Russell 2000 ETF Transaction History