Wealth Dimensions Group, Ltd. Ishares Russell 2000 ETF Transaction History

Wealth Dimensions Group, Ltd.

$418 Million
Q1 2025

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 4,440 shares of IWM stock, worth $979,286. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,440

Previous 4,440 -0.0%

Holding current value

$979,286

Previous $981,000 9.79%

% of portfolio

0.21%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$216.13 - $242.4 $230,394 - $258,398	1,066 Added 31.59%	4,440 $981,000
Q3 2024 Nov 12, 2024	BUY	$200.87 - $224.6 $200 - $224	1 Added 0.03%	3,374 $745,000
Q2 2024 Aug 09, 2024	BUY	$192.84 - $209.44 $964 - $1,047	5 Added 0.15%	3,373 $684,000
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $324 - $409	2 Added 0.06%	3,368 $675,000
Q3 2023 Nov 14, 2023	BUY	$174.36 - $198.71 $40,800 - $46,498	234 Added 7.47%	3,366 $594,000
Q2 2023 Aug 14, 2023	BUY	$170.4 - $187.93 $170 - $187	1 Added 0.03%	3,132 $586,000
Q1 2023 May 09, 2023	BUY	$170.25 - $198.32 $7,491 - $8,726	44 Added 1.43%	3,131 $558,000
Q4 2022 Feb 10, 2023	BUY	$166.81 - $188.05 $45,872 - $51,713	275 Added 9.78%	3,087 $538,000
Q2 2022 Aug 05, 2022	SELL	$163.9 - $207.91 $6,064 - $7,692	-37 Reduced 1.3%	2,812 $476,000
Q1 2022 May 04, 2022	BUY	$191.52 - $225.32 $191 - $225	1 Added 0.04%	2,849 $585,000
Q3 2021 Nov 03, 2021	BUY	$211.73 - $231.39 $22,443 - $24,527	106 Added 3.87%	2,848 $623,000
Q2 2021 Aug 12, 2021	BUY	$211.85 - $232.89 $4,660 - $5,123	22 Added 0.81%	2,742 $629,000
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $19,930 - $24,145	103 Added 3.94%	2,720 $601,000
Q4 2020 Feb 17, 2021	BUY	$152.18 - $199.14 $398,255 - $521,149	2,617 New	2,617 $513,000

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

Ticker IWM
Sector ETFs
Industry ETFs

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Wealth Dimensions Group, Ltd. Ishares Russell 2000 ETF Transaction History