West Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

West Financial Advisors, LLC

  • $602 Million
  • Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 510 shares of IWM stock, worth $124,980. This represents 0.02% of its overall portfolio holdings.

Number of Shares
510
Previous 521 2.11%
Holding current value
$124,980
Previous $112,000 9.82%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 14, 2025
SELL
$214.92 - $244.84 $2,364 - $2,693
-11 Reduced 2.11%
510 $123,000
Q2 2025

Jul 21, 2025
SELL
$174.82 - $215.79 $40,383 - $49,847
-231 Reduced 30.72%
521 $112,000
Q1 2025

Apr 09, 2025
SELL
$198.1 - $229.79 $10,499 - $12,178
-53 Reduced 6.58%
752 $150,000
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $38,903 - $43,632
180 Added 28.8%
805 $177,000
Q3 2024

Oct 08, 2024
BUY
$200.87 - $224.6 $104,452 - $116,792
520 Added 495.24%
625 $138,000
Q2 2024

Jul 15, 2024
BUY
$192.84 - $209.44 $20,248 - $21,991
105 New
105 $21,000
Q2 2023

Jul 07, 2023
BUY
$170.4 - $187.93 $4,771 - $5,262
28 Added 6.9%
434 $81,000
Q1 2023

Apr 18, 2023
BUY
$170.25 - $198.32 $10,725 - $12,494
63 Added 18.37%
406 $72,000
Q3 2021

Oct 13, 2021
BUY
$211.73 - $231.39 $2,117 - $2,313
10 Added 3.0%
343 $75,000
Q4 2020

Feb 22, 2021
BUY
$152.18 - $199.14 $16,435 - $21,507
108 Added 48.0%
333 $65,000
Q4 2020

Feb 02, 2021
BUY
$152.18 - $199.14 $34,240 - $44,806
225 New
225 $32 Million

Others Institutions Holding IWM

# of Institutions
2,931
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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 West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email