A detailed history of West Chester Capital Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 30,421 shares of IWM stock, worth $7.23 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
30,421
Holding current value
$7.23 Million
% of portfolio
3.29%

Shares

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

Aug 13, 2025

BUY
$174.82 - $215.79 $5.32 Million - $6.56 Million
30,421 New
30,421 $6.56 Million
Q4 2024

Feb 14, 2025

BUY
$216.13 - $242.4 $993,765 - $1.11 Million
4,598 New
4,598 $1.02 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track West Chester Capital Advisors, Inc Portfolio

Follow West Chester Capital Advisors, Inc 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 West Chester Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on West Chester Capital Advisors, Inc with notifications on news.