Sc&H Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Sc&H Financial Advisors, Inc.

$548 Million
Q3 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 3,514 shares of IWM stock, worth $834,504. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,514

Previous 4,752 26.05%

Holding current value

$834,504

Previous $1.03 Million 17.07%

% of portfolio

0.16%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$214.92 - $244.84 $266,070 - $303,111	-1,238 Reduced 26.05%	3,514 $850,000
Q2 2025 Jul 16, 2025	SELL	$174.82 - $215.79 $3,671 - $4,531	-21 Reduced 0.44%	4,752 $1.03 Million
Q1 2025 Apr 22, 2025	BUY	$198.1 - $229.79 $792 - $919	4 Added 0.08%	4,773 $952,000
Q4 2024 Jan 28, 2025	BUY	$216.13 - $242.4 $864 - $969	4 Added 0.08%	4,769 $1.05 Million
Q3 2024 Oct 24, 2024	SELL	$200.87 - $224.6 $30,331 - $33,914	-151 Reduced 3.07%	4,765 $1.05 Million
Q2 2024 Aug 01, 2024	SELL	$192.84 - $209.44 $31,818 - $34,557	-165 Reduced 3.25%	4,916 $997,000
Q1 2024 May 02, 2024	BUY	$189.48 - $210.3 $9,095 - $10,094	48 Added 0.95%	5,081 $1.07 Million
Q4 2023 Feb 01, 2024	BUY	$162.21 - $204.82 $7,948 - $10,036	49 Added 0.98%	5,033 $1.01 Million
Q3 2023 Oct 30, 2023	BUY	$174.36 - $198.71 $1,569 - $1,788	9 Added 0.18%	4,984 $880,000
Q2 2023 Aug 07, 2023	BUY	$170.4 - $187.93 $33,909 - $37,398	199 Added 4.17%	4,975 $931,000
Q1 2023 May 12, 2023	SELL	$170.25 - $198.32 $8,682 - $10,114	-51 Reduced 1.06%	4,776 $852,000
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $6,338 - $7,145	38 Added 0.79%	4,827 $841,000
Q3 2022 Nov 09, 2022	BUY	$164.17 - $201.07 $1,805 - $2,211	11 Added 0.23%	4,789 $790,000
Q2 2022 Aug 10, 2022	SELL	$163.9 - $207.91 $686,741 - $871,142	-4,190 Reduced 46.72%	4,778 $809,000
Q1 2022 May 10, 2022	BUY	$191.52 - $225.32 $122,955 - $144,655	642 Added 7.71%	8,968 $1.84 Million
Q4 2021 Feb 10, 2022	BUY	$212.12 - $242.56 $1.77 Million - $2.02 Million	8,326 New	8,326 $1.85 Million

Others Institutions Holding IWM

# of Institutions

3,026

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Sc&H Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History