Silver Oak Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Silver Oak Wealth Management LLC

$533 Billion
Q2 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 51,967 shares of IWM stock, worth $11.4 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

51,967

Previous 51,147 1.6%

Holding current value

$11.4 Million

Previous $10.2 Billion 9.91%

% of portfolio

2.1%

Previous 2.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,906

Shares Held

315M

Call Options Held

233M

Put Options Held

547M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Account

Silver Oak Wealth Management LLC Ishares Russell 2000 ETF Transaction History