Stone Point Wealth LLC Ishares Russell 2000 ETF Transaction History

Stone Point Wealth LLC

  • $291 Million
  • Q1 2025

A detailed history of Stone Point Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 2,277 shares of IWM stock, worth $446,496. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,277
Previous 2,299 0.96%
Holding current value
$446,496
Previous $507,000 10.45%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$198.1 - $229.79 $4,358 - $5,055
-22 Reduced 0.96%
2,277 $454,000
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.04%
2,299 $466,000
Q1 2022

Apr 29, 2022
BUY
$191.52 - $225.32 $153,216 - $180,256
800 Added 53.4%
2,298 $477,000
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $317,755 - $363,354
1,498 New
1,498 $333,000

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
300M
Call Options Held
213M
Put Options Held
498M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC 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 Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email