Shelton Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Shelton Wealth Management, LLC

$174 Million
Q2 2024

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 7,580 shares of IWM stock, worth $1.66 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

7,580

Previous 7,622 0.55%

Holding current value

$1.66 Million

Previous $1.6 Million 4.06%

% of portfolio

0.88%

Previous 1.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,544

Shares Held

293M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Shelton Wealth Management, LLC Ishares Russell 2000 ETF Transaction History