Smallwood Wealth Investment Management, LLC Ishares Russell 2000 ETF Transaction History

Smallwood Wealth Investment Management, LLC

  • $185 Million
  • Q3 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1,703 shares of IWM stock, worth $404,428. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,703
Previous 1,703 -0.0%
Holding current value
$404,428
Previous $367,000 12.26%
% of portfolio
0.22%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Oct 02, 2025
BUY
$174.82 - $215.79 $1,573 - $1,942
9 Added 0.53%
1,703 $367,000
Q1 2025

Apr 25, 2025
BUY
$198.1 - $229.79 $990 - $1,148
5 Added 0.3%
1,694 $337,000
Q4 2024

Jan 17, 2025
BUY
$216.13 - $242.4 $648 - $727
3 Added 0.18%
1,689 $373,000
Q3 2024

Oct 16, 2024
SELL
$200.87 - $224.6 $272,379 - $304,557
-1,356 Reduced 44.58%
1,686 $372,000
Q1 2024

Apr 24, 2024
SELL
$189.48 - $210.3 $11,937 - $13,248
-63 Reduced 2.03%
3,042 $639,000
Q4 2023

Jan 23, 2024
SELL
$162.21 - $204.82 $4,704 - $5,939
-29 Reduced 0.93%
3,105 $623,000
Q3 2023

Oct 31, 2023
BUY
$174.36 - $198.71 $1,046 - $1,192
6 Added 0.19%
3,134 $553,000
Q1 2023

Apr 25, 2023
BUY
$170.25 - $198.32 $510 - $594
3 Added 0.1%
3,128 $558,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $24,354 - $27,455
-146 Reduced 4.46%
3,125 $544,000
Q1 2022

Apr 21, 2022
BUY
$191.52 - $225.32 $383 - $450
2 Added 0.06%
3,271 $671,000
Q4 2021

Apr 05, 2022
BUY
$212.12 - $242.56 $693,420 - $792,928
3,269 New
3,269 $727,000

Others Institutions Holding IWM

# of Institutions
3,022
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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