Shelton Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Shelton Wealth Management, LLC

$213 Million
Q3 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 7,534 shares of IWM stock, worth $1.79 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

7,534

Previous 7,614 1.05%

Holding current value

$1.79 Million

Previous $1.64 Million 10.89%

% of portfolio

0.86%

Previous 0.82%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$214.92 - $244.84 $17,193 - $19,587	-80 Reduced 1.05%	7,534 $1.82 Million
Q2 2025 Jul 11, 2025	BUY	$174.82 - $215.79 $26,747 - $33,015	153 Added 2.05%	7,614 $1.64 Million
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

3,025

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

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