A detailed history of Roundview Capital LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Roundview Capital LLC holds 1,622 shares of IWM stock, worth $359,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,622
Previous 1,845 12.09%
Holding current value
$359,954
Previous $374,000 4.28%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$200.87 - $224.6 $44,794 - $50,085
-223 Reduced 12.09%
1,622 $358,000
Q2 2024

Aug 09, 2024

SELL
$192.84 - $209.44 $2,892 - $3,141
-15 Reduced 0.81%
1,845 $374,000
Q1 2024

May 06, 2024

SELL
$189.48 - $210.3 $3,789 - $4,206
-20 Reduced 1.06%
1,860 $391,000
Q4 2023

Feb 12, 2024

SELL
$162.21 - $204.82 $2,757 - $3,481
-17 Reduced 0.9%
1,880 $377,000
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $36,441 - $41,530
209 Added 12.38%
1,897 $335,000
Q2 2023

Aug 09, 2023

BUY
$170.4 - $187.93 $25,560 - $28,189
150 Added 9.75%
1,688 $316,000
Q1 2023

May 09, 2023

SELL
$170.25 - $198.32 $5,107 - $5,949
-30 Reduced 1.91%
1,538 $274,000
Q4 2022

Feb 13, 2023

BUY
$166.81 - $188.05 $5,004 - $5,641
30 Added 1.95%
1,568 $273,000
Q3 2021

Nov 10, 2021

BUY
$211.73 - $231.39 $325,640 - $355,877
1,538 New
1,538 $336,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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