Total Wealth Planning & Management, Inc. Ishares Russell 2000 ETF Transaction History

Total Wealth Planning & Management, Inc.

  • $124 Billion
  • Q2 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 1,808 shares of IWM stock, worth $398,772. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,808
Previous 1,808 -0.0%
Holding current value
$398,772
Previous $361 Million 8.17%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Apr 24, 2025
BUY
$198.1 - $229.79 $24,762 - $28,723
125 Added 7.43%
1,808 $361 Million
Q4 2024

Feb 28, 2025
BUY
$216.13 - $242.4 $363,746 - $407,959
1,683 New
1,683 $372 Million

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
231M
Put Options Held
546M
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 Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & 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 Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email