Smart Portfolios, LLC Ishares Russell 2000 ETF Transaction History

Smart Portfolios, LLC

$83.2 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 15, 2019	SELL	$145.86 - $160.71 $44,779 - $49,337	-307 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	$132.25 - $158.24 $40,600 - $48,579	307 New	307 $47,000

Others Institutions Holding IWM

# of Institutions

2,854

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

Bank Of America Corp Charlotte, NC

32.6M
Shares

$6.61 Billion
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

25.1M
Shares

$5.09 Billion
0.84% of portfolio
Morgan Stanley New York, NY

23.2M
Shares

$4.71 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

15.2M
Shares

$3.08 Billion
0.71% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

9.53M
Shares

$1.93 Billion
4.25% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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