Silver Oak Wealth Management LLC Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 4,626 shares of IWO stock, worth $1.35 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

4,626

Previous 4,698 1.53%

Holding current value

$1.35 Million

Previous $1.2 Billion 10.16%

% of portfolio

0.25%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$224.16 - $285.86 $16,139 - $20,581	-72 Reduced 1.53%	4,626 $1.32 Billion
Q1 2025 Apr 30, 2025	SELL	$254.58 - $302.92 $42,005 - $49,981	-165 Reduced 3.39%	4,698 $1.2 Billion
Q4 2024 Jan 31, 2025	SELL	$278.19 - $315.36 $54,525 - $61,810	-196 Reduced 3.87%	4,863 $1.4 Billion
Q3 2024 Nov 01, 2024	BUY	$256.4 - $289.78 $1,025 - $1,159	4 Added 0.08%	5,059 $1.44 Billion
Q2 2024 Aug 08, 2024	SELL	$245.29 - $268.7 $10,547 - $11,554	-43 Reduced 0.84%	5,055 $1.33 Billion
Q1 2024 May 07, 2024	SELL	$239.5 - $270.8 $26,345 - $29,788	-110 Reduced 2.11%	5,098 $1.38 Billion
Q4 2023 Feb 14, 2024	BUY	$204.07 - $257.57 $1.06 Million - $1.34 Million	5,208 New	5,208 $1.31 Billion

Others Institutions Holding IWO

# of Institutions

1,102

Shares Held

32.6M

Call Options Held

39.4K

Put Options Held

28K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

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 Gwt ETF Transaction History