United Financial Planning Group LLC Ishares Russell 2000 ETF Transaction History

United Financial Planning Group LLC

  • $159 Billion
  • Q3 2025

A detailed history of United Financial Planning Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, United Financial Planning Group LLC holds 213 shares of IWM stock, worth $52,023. This represents 0.03% of its overall portfolio holdings.

Number of Shares
213
Holding current value
$52,023
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$214.92 - $244.84 $45,777 - $52,150
213 New
213 $51.5 Million

Others Institutions Holding IWM

# of Institutions
2,992
Shares Held
303M
Call Options Held
262M
Put Options Held
620M
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 United Financial Planning Group LLC Portfolio

Follow United Financial Planning Group 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 United Financial Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Financial Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email