Silver Oak Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Silver Oak Wealth Management LLC

$593 Billion
Q3 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 52,306 shares of IWM stock, worth $12.4 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

52,306

Previous 51,967 0.65%

Holding current value

$12.4 Million

Previous $11.2 Billion 12.86%

% of portfolio

2.14%

Previous 2.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$214.92 - $244.84 $72,857 - $83,000	339 Added 0.65%	52,306 $12.7 Billion
Q2 2025 Jul 29, 2025	BUY	$174.82 - $215.79 $143,352 - $176,947	820 Added 1.6%	51,967 $11.2 Billion
Q1 2025 Apr 30, 2025	BUY	$198.1 - $229.79 $35,261 - $40,902	178 Added 0.35%	51,147 $10.2 Billion
Q4 2024 Jan 31, 2025	SELL	$216.13 - $242.4 $199,055 - $223,250	-921 Reduced 1.77%	50,969 $11.3 Billion
Q3 2024 Nov 01, 2024	SELL	$200.87 - $224.6 $72,112 - $80,631	-359 Reduced 0.69%	51,890 $11.5 Billion

Q2 2024 Aug 08, 2024	BUY	$192.84 - $209.44 $43,196 - $46,914	224 Added 0.43%	52,249 $10.6 Billion
Q1 2024 May 07, 2024	SELL	$189.48 - $210.3 $446,225 - $495,256	-2,355 Reduced 4.33%	52,025 $10.9 Billion
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $8.82 Million - $11.1 Million	54,380 New	54,380 $10.9 Billion

Others Institutions Holding IWM

# of Institutions

3,027

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Silver Oak Wealth Management LLC Ishares Russell 2000 ETF Transaction History