Sar Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History

Sar Wealth Management Group, LLC

$162 Billion
Q2 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 2,645 shares of IWM stock, worth $582,746. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,645

Previous 3,025 12.56%

Holding current value

$582,746

Previous $604 Million 5.43%

% of portfolio

0.35%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$174.82 - $215.79 $66,431 - $82,000	-380 Reduced 12.56%	2,645 $571 Million
Q1 2025 Apr 11, 2025	BUY	$198.1 - $229.79 $1,188 - $1,378	6 Added 0.2%	3,025 $604 Million
Q4 2024 Jan 15, 2025	SELL	$216.13 - $242.4 $16,858 - $18,907	-78 Reduced 2.52%	3,019 $667 Million
Q3 2024 Oct 17, 2024	BUY	$200.87 - $224.6 $1,807 - $2,021	9 Added 0.29%	3,097 $684 Million
Q2 2024 Jul 15, 2024	SELL	$192.84 - $209.44 $134,988 - $146,608	-700 Reduced 18.48%	3,088 $626 Million
Q1 2024 Apr 15, 2024	BUY	$189.48 - $210.3 $268,493 - $297,995	1,417 Added 59.76%	3,788 $797 Million
Q4 2023 Feb 12, 2024	BUY	$162.21 - $204.82 $384,599 - $485,628	2,371 New	2,371 $476 Million

Others Institutions Holding IWM

# of Institutions

2,906

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

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Sar Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History