Wescott Financial Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,030 shares of IWM stock, worth $417,185. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,030

Previous 1,485 36.7%

Holding current value

$417,185

Previous $328,000 23.17%

% of portfolio

0.05%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$198.1 - $229.79 $107,964 - $125,235	545 Added 36.7%	2,030 $404,000
Q4 2024 Feb 12, 2025	BUY	$216.13 - $242.4 $648 - $727	3 Added 0.2%	1,485 $328,000
Q3 2024 Nov 12, 2024	SELL	$200.87 - $224.6 $26,113 - $29,198	-130 Reduced 8.06%	1,482 $327,000
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $578 - $628	3 Added 0.19%	1,612 $327,000
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $25,769 - $28,600	-136 Reduced 7.79%	1,609 $338,000
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $11,841 - $14,951	-73 Reduced 4.02%	1,745 $350,000
Q2 2023 Aug 11, 2023	BUY	$170.4 - $187.93 $511 - $563	3 Added 0.17%	1,818 $340,000
Q1 2023 May 10, 2023	SELL	$170.25 - $198.32 $10,555 - $12,295	-62 Reduced 3.3%	1,815 $323,000
Q4 2022 Feb 06, 2023	SELL	$166.81 - $188.05 $47,707 - $53,782	-286 Reduced 13.22%	1,877 $327,000
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $116,396 - $142,558	709 Added 48.76%	2,163 $357,000
Q2 2022 Jul 28, 2022	SELL	$163.9 - $207.91 $32,452 - $41,166	-198 Reduced 11.99%	1,454 $246,000
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $143,448 - $168,764	749 Added 82.95%	1,652 $339,000
Q4 2021 Jan 31, 2022	BUY	$212.12 - $242.56 $191,544 - $219,031	903 New	903 $201,000

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Ishares Russell 2000 ETF Transaction History