Wealthspan Partners, LLC Ishares Russell 2000 ETF Transaction History

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025

A detailed history of Wealthspan Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 18,467 shares of IWM stock, worth $4.07 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
18,467
Previous 13,893 32.92%
Holding current value
$4.07 Million
Previous $2.77 Million 43.77%
% of portfolio
1.79%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$174.82 - $215.79 $799,626 - $987,023
4,574 Added 32.92%
18,467 $3.98 Million
Q1 2025

Apr 21, 2025
BUY
$198.1 - $229.79 $659,078 - $764,511
3,327 Added 31.49%
13,893 $2.77 Million
Q4 2024

Jan 24, 2025
BUY
$216.13 - $242.4 $1.2 Million - $1.35 Million
5,553 Added 110.77%
10,566 $2.33 Million
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $1.01 Million - $1.13 Million
5,013 New
5,013 $1.11 Million

Others Institutions Holding IWM

# of Institutions
2,902
Shares Held
316M
Call Options Held
232M
Put Options Held
550M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC 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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email