A detailed history of Visionary Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 11,855 shares of IWM stock, worth $2.68 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,855
Previous 11,946 0.76%
Holding current value
$2.68 Million
Previous $2.51 Million 4.26%
% of portfolio
0.16%
Previous 0.17%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$192.84 - $209.44 $17,548 - $19,059
-91 Reduced 0.76%
11,855 $2.41 Million
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $25,390 - $28,180
-134 Reduced 1.11%
11,946 $2.51 Million
Q4 2023

Feb 14, 2024

BUY
$162.21 - $204.82 $88,728 - $112,036
547 Added 4.74%
12,080 $2.42 Million
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $7,497 - $8,544
43 Added 0.37%
11,533 $2.04 Million
Q2 2023

Aug 11, 2023

SELL
$170.4 - $187.93 $4,430 - $4,886
-26 Reduced 0.23%
11,490 $2.15 Million
Q1 2023

May 15, 2023

SELL
$170.25 - $198.32 $22,302 - $25,979
-131 Reduced 1.12%
11,516 $2.05 Million
Q4 2022

Feb 13, 2023

SELL
$166.81 - $188.05 $85,073 - $95,905
-510 Reduced 4.2%
11,647 $2.03 Million
Q3 2022

Nov 14, 2022

BUY
$164.17 - $201.07 $17,566 - $21,514
107 Added 0.89%
12,157 $2.01 Million
Q2 2022

Aug 12, 2022

BUY
$163.9 - $207.91 $124,564 - $158,011
760 Added 6.73%
12,050 $2.04 Million
Q1 2022

May 12, 2022

SELL
$191.52 - $225.32 $40,410 - $47,542
-211 Reduced 1.83%
11,290 $2.32 Million
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $148,271 - $169,549
699 Added 6.47%
11,501 $2.56 Million
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $144,823 - $158,270
684 Added 6.76%
10,802 $2.36 Million
Q2 2021

Aug 13, 2021

SELL
$211.85 - $232.89 $1.34 Million - $1.47 Million
-6,333 Reduced 38.5%
10,118 $2.32 Million
Q1 2021

May 18, 2021

BUY
$193.5 - $234.42 $820,440 - $993,940
4,240 Added 34.72%
16,451 $3.64 Million
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $249,270 - $326,191
1,638 Added 15.49%
12,211 $2.39 Million
Q3 2020

Nov 16, 2020

BUY
$139.07 - $158.46 $1.14 Million - $1.3 Million
8,174 Added 340.73%
10,573 $1.58 Million
Q2 2020

Aug 14, 2020

BUY
$104.62 - $153.09 $49,066 - $71,799
469 Added 24.3%
2,399 $344,000
Q1 2020

May 15, 2020

SELL
$99.9 - $169.53 $30,869 - $52,384
-309 Reduced 13.8%
1,930 $221,000
Q4 2019

Feb 14, 2020

BUY
$146.46 - $166.68 $327,923 - $373,196
2,239 New
2,239 $371,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.