A detailed history of Ritholtz Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,114 shares of IWM stock, worth $486,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,114
Previous 2,360 10.42%
Holding current value
$486,896
Previous $478,000 2.51%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 10, 2024

SELL
$200.87 - $224.6 $49,414 - $55,251
-246 Reduced 10.42%
2,114 $466,000
Q2 2024

Jul 31, 2024

BUY
$192.84 - $209.44 $165,263 - $179,490
857 Added 57.02%
2,360 $478,000
Q1 2024

Apr 24, 2024

BUY
$189.48 - $210.3 $284,788 - $316,080
1,503 New
1,503 $316,000
Q2 2021

Jul 20, 2021

SELL
$211.85 - $232.89 $196,808 - $216,354
-929 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$193.5 - $234.42 $179,761 - $217,776
929 New
929 $205,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management 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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.