Sheets Smith Wealth Management Ishares Russell 2000 ETF Transaction History

Sheets Smith Wealth Management

$828 Million
Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,450 shares of IWM stock, worth $324,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,450

Previous 11,313 87.18%

Holding current value

$324,756

Previous $2.38 Million 87.64%

% of portfolio

0.04%

Previous 0.27%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $1.9 Million - $2.07 Million	-9,863 Reduced 87.18%	1,450 $294,000
Q1 2024 May 08, 2024	BUY	$189.48 - $210.3 $74,844 - $83,068	395 Added 3.62%	11,313 $2.38 Million
Q4 2023 Feb 06, 2024	BUY	$162.21 - $204.82 $1.51 Million - $1.9 Million	9,299 Added 574.37%	10,918 $2.19 Million
Q3 2023 Oct 23, 2023	SELL	$174.36 - $198.71 $34,697 - $39,543	-199 Reduced 10.95%	1,619 $286,000
Q2 2023 Aug 09, 2023	SELL	$170.4 - $187.93 $2.03 Million - $2.24 Million	-11,930 Reduced 86.78%	1,818 $340,000
Q1 2023 May 26, 2023	BUY	$170.25 - $198.32 $2.31 Million - $2.69 Million	13,570 Added 7623.6%	13,748 $2.45 Million
Q1 2023 May 12, 2023	SELL	$170.25 - $198.32 $2.28 Million - $2.66 Million	-13,421 Reduced 98.69%	178 $31,000
Q4 2022 Mar 08, 2023	BUY	$166.81 - $188.05 $3,169 - $3,572	19 Added 0.14%	13,599 $2.37 Million
Q3 2022 Nov 01, 2022	BUY	$164.17 - $201.07 $656 - $804	4 Added 0.03%	13,580 $2.24 Million
Q2 2022 Jul 27, 2022	SELL	$163.9 - $207.91 $1.16 Million - $1.47 Million	-7,053 Reduced 34.19%	13,576 $2.3 Million
Q1 2022 May 02, 2022	SELL	$191.52 - $225.32 $52,093 - $61,287	-272 Reduced 1.3%	20,629 $4.24 Million
Q4 2021 Jan 20, 2022	SELL	$212.12 - $242.56 $352,331 - $402,892	-1,661 Reduced 7.36%	20,901 $4.65 Million
Q3 2021 Oct 15, 2021	BUY	$211.73 - $231.39 $58,649 - $64,095	277 Added 1.24%	22,562 $4.94 Million
Q2 2021 Aug 03, 2021	BUY	$211.85 - $232.89 $1.04 Million - $1.14 Million	4,890 Added 28.11%	22,285 $5.11 Million
Q1 2021 Apr 23, 2021	BUY	$193.5 - $234.42 $1.64 Million - $1.99 Million	8,492 Added 95.38%	17,395 $3.84 Million
Q4 2020 Jan 13, 2021	SELL	$152.18 - $199.14 $17,044 - $22,303	-112 Reduced 1.24%	8,903 $1.75 Million
Q3 2020 Oct 26, 2020	BUY	$139.07 - $158.46 $3,059 - $3,486	22 Added 0.24%	9,015 $1.35 Million
Q2 2020 Jul 17, 2020	SELL	$104.62 - $153.09 $1.7 Million - $2.48 Million	-16,203 Reduced 64.31%	8,993 $1.29 Million
Q1 2020 Apr 28, 2020	BUY	$99.9 - $169.53 $70,229 - $119,179	703 Added 2.87%	25,196 $2.88 Million
Q4 2019 Jan 24, 2020	BUY	$146.46 - $166.68 $940,126 - $1.07 Million	6,419 Added 35.52%	24,493 $4.06 Million
Q3 2019 Oct 28, 2019	SELL	$144.85 - $157.9 $21,727 - $23,685	-150 Reduced 0.82%	18,074 $2.74 Million
Q2 2019 Jul 12, 2019	BUY	$145.86 - $160.71 $12,398 - $13,660	85 Added 0.47%	18,224 $2.83 Million
Q1 2019 May 13, 2019	BUY	$132.25 - $158.24 $26,846 - $32,122	203 Added 1.13%	18,139 $2.78 Million
Q4 2018 Jan 11, 2019	BUY	$125.88 - $166.33 $170,315 - $225,044	1,353 Added 8.16%	17,936 $2.4 Million
Q3 2018 Oct 15, 2018	SELL	$164.2 - $173.02 $84,398 - $88,932	-514 Reduced 3.01%	16,583 $2.8 Million
Q2 2018 Jul 26, 2018	SELL	$148.13 - $169.97 $26,367 - $30,254	-178 Reduced 1.03%	17,097 $2.8 Million
Q1 2018 Apr 09, 2018	BUY	$145.44 - $159.96 $58,176 - $63,984	400 Added 2.37%	17,275 $2.62 Million
Q4 2017 Jan 12, 2018	BUY	$145.63 - $154.3 $81,261 - $86,099	558 Added 3.42%	16,875 $2.57 Million
Q3 2017 Oct 12, 2017	BUY	$144.61 - $148.18 $2.36 Million - $2.42 Million	16,317	16,317 $2.42 Million

Others Institutions Holding IWM

# of Institutions

2,544

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
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Sheets Smith Wealth Management Ishares Russell 2000 ETF Transaction History