A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 24,055 shares of IWM stock, worth $5.34 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
24,055
Previous 23,751 1.28%
Holding current value
$5.34 Million
Previous $4.82 Million 10.27%
% of portfolio
1.5%
Previous 1.44%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$200.87 - $224.6 $61,064 - $68,278
304 Added 1.28%
24,055 $5.31 Million
Q2 2024

Jul 16, 2024

SELL
$192.84 - $209.44 $18,512 - $20,106
-96 Reduced 0.4%
23,751 $4.82 Million
Q1 2024

Apr 15, 2024

BUY
$189.48 - $210.3 $257,313 - $285,587
1,358 Added 6.04%
23,847 $5.02 Million
Q4 2023

Feb 01, 2024

SELL
$162.21 - $204.82 $102,192 - $129,036
-630 Reduced 2.73%
22,489 $4.51 Million
Q3 2023

Oct 13, 2023

SELL
$174.36 - $198.71 $1,046 - $1,192
-6 Reduced 0.03%
23,119 $4.09 Million
Q2 2023

Jul 17, 2023

SELL
$170.4 - $187.93 $650,076 - $716,952
-3,815 Reduced 14.16%
23,125 $4.33 Million
Q1 2023

Apr 13, 2023

BUY
$170.25 - $198.32 $386,467 - $450,186
2,270 Added 9.2%
26,940 $4.81 Million
Q4 2022

Feb 06, 2023

BUY
$166.81 - $188.05 $210,681 - $237,507
1,263 Added 5.4%
24,670 $4.3 Million
Q3 2022

Oct 18, 2022

BUY
$164.17 - $201.07 $840,222 - $1.03 Million
5,118 Added 27.98%
23,407 $3.86 Million
Q2 2022

Aug 05, 2022

BUY
$163.9 - $207.91 $465,312 - $590,256
2,839 Added 18.38%
18,289 $3.1 Million
Q1 2022

May 03, 2022

BUY
$191.52 - $225.32 $278,087 - $327,164
1,452 Added 10.37%
15,450 $3.17 Million
Q4 2021

Jan 18, 2022

BUY
$212.12 - $242.56 $73,605 - $84,168
347 Added 2.54%
13,998 $3.11 Million
Q3 2021

Oct 22, 2021

BUY
$211.73 - $231.39 $35,994 - $39,336
170 Added 1.26%
13,651 $2.99 Million
Q2 2021

Aug 06, 2021

SELL
$211.85 - $232.89 $62,495 - $68,702
-295 Reduced 2.14%
13,481 $3.09 Million
Q1 2021

Apr 30, 2021

SELL
$193.5 - $234.42 $5,224 - $6,329
-27 Reduced 0.2%
13,776 $3.04 Million
Q4 2020

Feb 04, 2021

SELL
$152.18 - $199.14 $25,566 - $33,455
-168 Reduced 1.2%
13,803 $2.71 Million
Q3 2020

Nov 04, 2020

BUY
$139.07 - $158.46 $37,409 - $42,625
269 Added 1.96%
13,971 $2.09 Million
Q2 2020

Aug 04, 2020

BUY
$104.62 - $153.09 $197,417 - $288,880
1,887 Added 15.97%
13,702 $1.96 Million
Q1 2020

Apr 22, 2020

BUY
$99.9 - $169.53 $750,249 - $1.27 Million
7,510 Added 174.45%
11,815 $1.35 Million
Q3 2019

Nov 12, 2019

BUY
$144.85 - $157.9 $89,951 - $98,055
621 Added 16.86%
4,305 $652,000
Q2 2019

Jul 23, 2019

SELL
$145.86 - $160.71 $284,864 - $313,866
-1,953 Reduced 34.65%
3,684 $573,000
Q1 2019

Apr 18, 2019

BUY
$132.25 - $158.24 $274,947 - $328,980
2,079 Added 58.43%
5,637 $863,000
Q4 2018

Jan 23, 2019

BUY
$125.88 - $166.33 $447,881 - $591,802
3,558 New
3,558 $476,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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