Wade Financial Advisory, Inc Ishares Russell 2000 ETF Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 4,598 shares of IWM stock, worth $1.13 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,598

Previous 4,598 -0.0%

Holding current value

$1.13 Million

Previous $1.02 Million 9.66%

% of portfolio

0.31%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $94,740 - $105,150	-500 Reduced 9.81%	4,598 $966,000
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $72,359 - $82,464	-415 Reduced 7.53%	5,098 $901,000
Q1 2022 Apr 21, 2022	BUY	$191.52 - $225.32 $329,797 - $388,001	1,722 Added 45.42%	5,513 $1.13 Million
Q2 2021 Jul 29, 2021	SELL	$211.85 - $232.89 $2,965 - $3,260	-14 Reduced 0.37%	3,791 $870,000
Q1 2021 Apr 14, 2021	SELL	$193.5 - $234.42 $3,870 - $4,688	-20 Reduced 0.52%	3,805 $841,000
Q4 2020 Mar 10, 2021	SELL	$152.18 - $199.14 $5,174 - $6,770	-34 Reduced 0.88%	3,825 $750,000
Q4 2019 Feb 11, 2020	BUY	$146.46 - $166.68 $565,189 - $643,218	3,859 New	3,859 $639,000

Others Institutions Holding IWM

# of Institutions

2,928

Shares Held

305M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Wade Financial Advisory, Inc Ishares Russell 2000 ETF Transaction History