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 7,445 shares of IWM stock, worth $1.65 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
7,445
Previous 7,580 1.78%
Holding current value
$1.65 Million
Previous $1.54 Million 6.96%
% of portfolio
0.91%
Previous 0.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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