A detailed history of Retirement Income Solutions, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 1,313 shares of IWM stock, worth $291,380. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,313
Previous 1,313 -0.0%
Holding current value
$291,380
Previous $266,000 9.02%
% of portfolio
0.07%
Previous 0.06%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$192.84 - $209.44 $66,529 - $72,256
-345 Reduced 20.81%
1,313 $266,000
Q1 2024

May 03, 2024

BUY
$189.48 - $210.3 $28,422 - $31,545
150 Added 9.95%
1,658 $348,000
Q3 2023

Nov 01, 2023

BUY
$174.36 - $198.71 $21,795 - $24,838
125 Added 9.04%
1,508 $266,000
Q4 2022

Feb 08, 2023

SELL
$166.81 - $188.05 $6,672 - $7,522
-40 Reduced 2.81%
1,383 $241,000
Q3 2022

Nov 02, 2022

BUY
$164.17 - $201.07 $32,013 - $39,208
195 Added 15.88%
1,423 $236,000
Q2 2022

Aug 16, 2022

SELL
$163.9 - $207.91 $38,352 - $48,650
-234 Reduced 16.01%
1,228 $208,000
Q1 2022

May 06, 2022

SELL
$191.52 - $225.32 $245,528 - $288,860
-1,282 Reduced 46.72%
1,462 $300 Million
Q4 2021

Feb 04, 2022

BUY
$212.12 - $242.56 $250,089 - $285,978
1,179 Added 75.34%
2,744 $610 Million
Q3 2021

Nov 04, 2021

SELL
$211.73 - $231.39 $154,774 - $169,146
-731 Reduced 31.84%
1,565 $342 Million
Q2 2021

Jul 29, 2021

BUY
$211.85 - $232.89 $84,740 - $93,156
400 Added 21.1%
2,296 $527 Million
Q1 2021

May 13, 2021

BUY
$193.5 - $234.42 $110,875 - $134,322
573 Added 43.31%
1,896 $419 Million
Q4 2020

Feb 12, 2021

BUY
$152.18 - $199.14 $201,334 - $263,462
1,323 New
1,323 $259 Million
Q2 2020

Aug 06, 2020

SELL
$104.62 - $153.09 $311,349 - $455,595
-2,976 Closed
0 $0
Q1 2020

May 11, 2020

SELL
$99.9 - $169.53 $427,272 - $725,079
-4,277 Reduced 58.97%
2,976 $341 Million
Q3 2019

Oct 25, 2019

SELL
$144.85 - $157.9 $86,475 - $94,266
-597 Reduced 7.61%
7,253 $1.1 Billion
Q2 2019

Jul 23, 2019

SELL
$145.86 - $160.71 $7,001 - $7,714
-48 Reduced 0.61%
7,850 $1.22 Billion
Q1 2019

May 13, 2019

SELL
$132.25 - $158.24 $30,682 - $36,711
-232 Reduced 2.85%
7,898 $1.21 Billion
Q4 2018

Jan 30, 2019

BUY
$125.88 - $166.33 $263,340 - $347,962
2,092 Added 34.65%
8,130 $1.09 Billion
Q3 2018

Nov 01, 2018

BUY
$164.2 - $173.02 $53,200 - $56,058
324 Added 5.67%
6,038 $1.02 Billion
Q2 2018

Jul 26, 2018

SELL
$148.13 - $169.97 $7,258 - $8,328
-49 Reduced 0.85%
5,714 $936 Million
Q1 2018

Apr 30, 2018

BUY
$145.44 - $159.96 $6,108 - $6,718
42 Added 0.73%
5,763 $875 Million
Q4 2017

Feb 06, 2018

BUY
$145.63 - $154.3 $833,149 - $882,750
5,721
5,721 $872 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Retirement Income Solutions, Inc Portfolio

Follow Retirement Income Solutions, Inc 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 Retirement Income Solutions, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Income Solutions, Inc with notifications on news.