Up Strategic Wealth Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,960 shares of IWM stock, worth $465,460. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,960
Previous 1,960 -0.0%
Holding current value
$465,460
Previous $423 Million 16.01%
% of portfolio
0.37%
Previous 0.33%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $317,931 - $401,447
1,960 New
1,960 $393 Million

Others Institutions Holding IWM

# of Institutions
3,027
Shares Held
284M
Call Options Held
229M
Put Options Held
551M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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