Switch Point Financial Planning, LLC Ishares Russell 2000 ETF Transaction History
Switch Point Financial Planning, LLC
- $122 Billion
- Q2 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 949 shares of IWM stock, worth $229,620. This represents 0.17% of its overall portfolio holdings.
Number of Shares
949Holding current value
$229,620% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding IWM
# of Institutions
2,923Shares Held
304MCall Options Held
285MPut Options Held
617M-
Bank Of America Corp Charlotte, NC37.2MShares$9 Billion0.6% of portfolio
-
Goldman Sachs Group Inc New York, NY21.9MShares$5.3 Billion0.67% of portfolio
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Morgan Stanley New York, NY20.9MShares$5.05 Billion0.3% of portfolio
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Wells Fargo & Company San Francisco, CA15.6MShares$3.78 Billion0.72% of portfolio
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Black Rock Inc. New York, NY8.94MShares$2.16 Billion0.04% of portfolio