A detailed history of Ritholtz Wealth Management transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 829 shares of IWO stock, worth $218,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares
829
Holding current value
$218,167
% of portfolio
0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$239.5 - $270.8 $198,545 - $224,493
829 New
829 $224,000
Q2 2022

Jul 15, 2022

SELL
$194.2 - $261.13 $9,904 - $13,317
-51 Reduced 3.87%
1,267 $261,000
Q1 2022

Apr 14, 2022

SELL
$234.1 - $296.68 $69,293 - $87,817
-296 Reduced 18.34%
1,318 $337,000
Q4 2021

Jan 18, 2022

BUY
$280.02 - $327.35 $63,004 - $73,653
225 Added 16.2%
1,614 $473,000
Q3 2021

Oct 14, 2021

SELL
$284.4 - $314.06 $9,100 - $10,049
-32 Reduced 2.25%
1,389 $408,000
Q2 2021

Jul 20, 2021

SELL
$278.74 - $313.3 $17,560 - $19,737
-63 Reduced 4.25%
1,421 $443,000
Q1 2021

May 12, 2021

SELL
$282.5 - $336.63 $7,062 - $8,415
-25 Reduced 1.66%
1,484 $446,000
Q4 2020

Jan 19, 2021

SELL
$223.17 - $294.86 $4,686 - $6,192
-21 Reduced 1.37%
1,509 $433,000
Q3 2020

Oct 23, 2020

SELL
$203.91 - $230.98 $95,429 - $108,098
-468 Reduced 23.42%
1,530 $339,000
Q2 2020

Jul 15, 2020

BUY
$145.61 - $213.67 $290,928 - $426,912
1,998 New
1,998 $413,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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.