Wealthedge Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025

A detailed history of Wealthedge Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 21,617 shares of IWM stock, worth $5.13 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
21,617
Previous 21,027 2.81%
Holding current value
$5.13 Million
Previous $4.54 Billion 15.27%
% of portfolio
1.98%
Previous 1.89%

Shares

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

Nov 12, 2025
BUY
$214.92 - $244.84 $126,802 - $144,455
590 Added 2.81%
21,617 $5.23 Billion
Q2 2025

Aug 13, 2025
SELL
$174.82 - $215.79 $297,543 - $367,274
-1,702 Reduced 7.49%
21,027 $4.54 Billion
Q1 2025

May 13, 2025
SELL
$198.1 - $229.79 $707,811 - $821,039
-3,573 Reduced 13.58%
22,729 $4.53 Billion
Q4 2024

Mar 12, 2025
BUY
$216.13 - $242.4 $5.68 Million - $6.38 Million
26,302 New
26,302 $5.81 Billion

Others Institutions Holding IWM

# of Institutions
3,028
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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