A detailed history of Stockman Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 2,634 shares of IWM stock, worth $580,349. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,634
Previous 2,654 0.75%
Holding current value
$580,349
Previous $558,000 4.3%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 31, 2024

SELL
$192.84 - $209.44 $3,856 - $4,188
-20 Reduced 0.75%
2,634 $534,000
Q1 2024

Apr 17, 2024

BUY
$189.48 - $210.3 $5,873 - $6,519
31 Added 1.18%
2,654 $558,000
Q4 2023

Feb 01, 2024

BUY
$162.21 - $204.82 $4,866 - $6,144
30 Added 1.16%
2,623 $526,000
Q3 2023

Oct 31, 2023

BUY
$174.36 - $198.71 $228,585 - $260,508
1,311 Added 102.26%
2,593 $458,000
Q2 2023

Aug 02, 2023

SELL
$170.4 - $187.93 $16,528 - $18,229
-97 Reduced 7.03%
1,282 $240,000
Q1 2023

May 04, 2023

BUY
$170.25 - $198.32 $23,154 - $26,971
136 Added 10.94%
1,379 $246,000
Q4 2022

Feb 07, 2023

BUY
$166.81 - $188.05 $4,003 - $4,513
24 Added 1.97%
1,243 $216,000
Q3 2022

Nov 07, 2022

BUY
$164.17 - $201.07 $200,123 - $245,104
1,219 New
1,219 $201,000
Q1 2022

May 05, 2022

SELL
$191.52 - $225.32 $220,248 - $259,118
-1,150 Closed
0 $0
Q4 2021

Feb 08, 2022

SELL
$212.12 - $242.56 $8,484 - $9,702
-40 Reduced 3.36%
1,150 $256,000
Q3 2021

Nov 02, 2021

BUY
$211.73 - $231.39 $251,958 - $275,354
1,190 New
1,190 $260,000
Q2 2021

Aug 12, 2021

SELL
$211.85 - $232.89 $198,715 - $218,450
-938 Closed
0 $0
Q1 2021

May 05, 2021

SELL
$193.5 - $234.42 $32,701 - $39,616
-169 Reduced 15.27%
938 $207,000
Q4 2020

Feb 08, 2021

BUY
$152.18 - $199.14 $168,463 - $220,447
1,107 New
1,107 $217,000
Q1 2018

May 10, 2018

SELL
$145.44 - $159.96 $641,681 - $705,743
-4,412 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$145.63 - $154.3 $642,519 - $680,771
4,412
4,412 $673,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.