Shelton Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Shelton Wealth Management, LLC

  • $180 Million
  • Q1 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 7,461 shares of IWM stock, worth $1.53 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
7,461
Previous 7,442 0.26%
Holding current value
$1.53 Million
Previous $1.64 Million 9.49%
% of portfolio
0.83%
Previous 0.88%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$198.1 - $229.79 $3,763 - $4,366
19 Added 0.26%
7,461 $1.49 Million
Q4 2024

Jan 15, 2025
SELL
$216.13 - $242.4 $648 - $727
-3 Reduced 0.04%
7,442 $1.64 Million
Q3 2024

Oct 21, 2024
SELL
$200.87 - $224.6 $27,117 - $30,321
-135 Reduced 1.78%
7,445 $1.64 Million
Q2 2024

Jul 23, 2024
SELL
$192.84 - $209.44 $8,099 - $8,796
-42 Reduced 0.55%
7,580 $1.54 Million
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $49,264 - $54,678
-260 Reduced 3.3%
7,622 $1.6 Million
Q3 2023

Nov 01, 2023
BUY
$174.36 - $198.71 $70,441 - $80,278
404 Added 5.4%
7,882 $1.39 Million
Q2 2023

Aug 01, 2023
SELL
$170.4 - $187.93 $42,600 - $46,982
-250 Reduced 3.23%
7,478 $1.4 Million
Q1 2023

May 08, 2023
SELL
$170.25 - $198.32 $18,046 - $21,021
-106 Reduced 1.35%
7,728 $1.38 Million
Q4 2022

Feb 09, 2023
BUY
$166.81 - $188.05 $584,168 - $658,551
3,502 Added 80.84%
7,834 $1.37 Million
Q2 2022

Jul 28, 2022
SELL
$163.9 - $207.91 $25,568 - $32,433
-156 Reduced 3.48%
4,332 $734,000
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $104,378 - $122,799
545 Added 13.82%
4,488 $921,000
Q4 2021

Jan 26, 2022
BUY
$212.12 - $242.56 $836,389 - $956,414
3,943 New
3,943 $877,000

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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