A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 67,354 shares of IWM stock, worth $15.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
67,354
Previous 70,129 3.96%
Holding current value
$15.9 Million
Previous $14.7 Million 7.34%
% of portfolio
0.15%
Previous 0.16%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$192.84 - $209.44 $535,131 - $581,196
-2,775 Reduced 3.96%
67,354 $13.7 Million
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $679,096 - $753,715
-3,584 Reduced 4.86%
70,129 $14.7 Million
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $1.56 Million - $1.97 Million
9,625 Added 15.02%
73,713 $14.8 Million
Q3 2023

Nov 13, 2023

SELL
$174.36 - $198.71 $134,954 - $153,801
-774 Reduced 1.19%
64,088 $11.3 Million
Q2 2023

Aug 14, 2023

SELL
$170.4 - $187.93 $4.18 Million - $4.61 Million
-24,556 Reduced 27.46%
64,862 $12.1 Million
Q1 2023

May 15, 2023

BUY
$170.25 - $198.32 $759,315 - $884,507
4,460 Added 5.25%
89,418 $16 Million
Q4 2022

Feb 15, 2023

BUY
$166.81 - $188.05 $314,103 - $354,098
1,883 Added 2.27%
84,958 $14.8 Million
Q3 2022

Nov 10, 2022

BUY
$164.17 - $201.07 $24,132 - $29,557
147 Added 0.18%
83,075 $13.7 Million
Q2 2022

Aug 04, 2022

SELL
$163.9 - $207.91 $112,927 - $143,249
-689 Reduced 0.82%
82,928 $14 Million
Q1 2022

May 02, 2022

SELL
$191.52 - $225.32 $2.37 Million - $2.78 Million
-12,349 Reduced 12.87%
83,617 $17.2 Million
Q4 2021

Feb 08, 2022

BUY
$212.12 - $242.56 $388,603 - $444,369
1,832 Added 1.95%
95,966 $21.3 Million
Q3 2021

Nov 12, 2021

SELL
$211.73 - $231.39 $2.46 Million - $2.68 Million
-11,595 Reduced 10.97%
94,134 $20.6 Million
Q2 2021

Aug 13, 2021

SELL
$211.85 - $232.89 $3.82 Million - $4.2 Million
-18,038 Reduced 14.57%
105,729 $24.3 Million
Q1 2021

May 14, 2021

BUY
$193.5 - $234.42 $5.74 Million - $6.95 Million
29,661 Added 31.52%
123,767 $27.3 Million
Q4 2020

Feb 11, 2021

BUY
$152.18 - $199.14 $3.22 Million - $4.22 Million
21,170 Added 29.03%
94,106 $18.5 Million
Q3 2020

Oct 30, 2020

BUY
$139.07 - $158.46 $220,565 - $251,317
1,586 Added 2.22%
72,936 $10.9 Million
Q2 2020

Aug 06, 2020

BUY
$104.62 - $153.09 $1.4 Million - $2.04 Million
13,348 Added 23.01%
71,350 $10.2 Million
Q1 2020

Apr 29, 2020

SELL
$99.9 - $169.53 $269,929 - $458,070
-2,702 Reduced 4.45%
58,002 $6.64 Million
Q4 2019

Jan 17, 2020

BUY
$146.46 - $166.68 $663,463 - $755,060
4,530 Added 8.06%
60,704 $10.1 Million
Q3 2019

Oct 30, 2019

BUY
$144.85 - $157.9 $204,528 - $222,954
1,412 Added 2.58%
56,174 $8.5 Million
Q2 2019

Jul 25, 2019

SELL
$145.86 - $160.71 $300,179 - $330,741
-2,058 Reduced 3.62%
54,762 $8.52 Million
Q1 2019

Apr 30, 2019

SELL
$132.25 - $158.24 $386,170 - $462,060
-2,920 Reduced 4.89%
56,820 $8.7 Million
Q4 2018

Jan 15, 2019

SELL
$125.88 - $166.33 $437,684 - $578,329
-3,477 Reduced 5.5%
59,740 $8 Million
Q3 2018

Oct 23, 2018

BUY
$164.2 - $173.02 $3.07 Million - $3.24 Million
18,723 Added 42.08%
63,217 $10.7 Million
Q2 2018

Jul 20, 2018

BUY
$148.13 - $169.97 $4.31 Million - $4.95 Million
29,111 Added 189.24%
44,494 $7.29 Million
Q1 2018

Apr 20, 2018

SELL
$145.44 - $159.96 $473,698 - $520,989
-3,257 Reduced 17.47%
15,383 $2.34 Million
Q4 2017

Jan 19, 2018

SELL
$145.63 - $154.3 $429,171 - $454,722
-2,947 Reduced 13.65%
18,640 $2.84 Million
Q3 2017

Nov 22, 2017

SELL
$144.61 - $148.18 $211,564 - $216,787
-1,463 Reduced 6.35%
21,587 $3.2 Million
Q2 2017

Nov 22, 2017

BUY
N/A
7,864 Added 51.78%
23,050 $3.25 Million
Q1 2017

Nov 22, 2017

BUY
N/A
15,186
15,186 $2.09 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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