A detailed history of Straight Path Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Straight Path Wealth Management holds 1,130 shares of IWM stock, worth $269,459. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,130
Holding current value
$269,459
% of portfolio
0.12%

Shares

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

Nov 06, 2024

BUY
$200.87 - $224.6 $226,983 - $253,798
1,130 New
1,130 $249,000
Q2 2022

Jul 19, 2022

SELL
$163.9 - $207.91 $179,798 - $228,077
-1,097 Closed
0 $0
Q1 2022

Apr 29, 2022

SELL
$191.52 - $225.32 $2,681 - $3,154
-14 Reduced 1.26%
1,097 $225,000
Q4 2021

Jan 26, 2022

BUY
$212.12 - $242.56 $235,665 - $269,484
1,111 New
1,111 $247,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management 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 Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.