A detailed history of West Michigan Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, West Michigan Advisors, LLC holds 997 shares of IWO stock, worth $260,585. This represents 0.09% of its overall portfolio holdings.

Number of Shares
997
Previous 1,079 7.6%
Holding current value
$260,585
Previous $272,000 1.1%
% of portfolio
0.09%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$239.5 - $270.8 $19,639 - $22,205
-82 Reduced 7.6%
997 $269,000
Q4 2023

Feb 13, 2024

BUY
$204.07 - $257.57 $3,877 - $4,893
19 Added 1.79%
1,079 $272,000
Q3 2023

Nov 13, 2023

BUY
$221.24 - $254.04 $442 - $508
2 Added 0.19%
1,060 $237,000
Q2 2023

Aug 15, 2023

SELL
$219.8 - $242.66 $659 - $727
-3 Reduced 0.28%
1,058 $256,000
Q1 2023

Apr 21, 2023

BUY
$212.51 - $245.01 $2,550 - $2,940
12 Added 1.14%
1,061 $240,000
Q4 2022

Feb 13, 2023

BUY
$209.1 - $231.03 $4,182 - $4,620
20 Added 1.94%
1,049 $225,000
Q3 2022

Nov 14, 2022

BUY
$205.83 - $248.43 $3,293 - $3,974
16 Added 1.58%
1,029 $213,000
Q2 2022

Aug 15, 2022

SELL
$194.2 - $261.13 $57,483 - $77,294
-296 Reduced 22.61%
1,013 $209,000
Q1 2022

May 13, 2022

BUY
$234.1 - $296.68 $28,560 - $36,194
122 Added 10.28%
1,309 $335,000
Q4 2021

Feb 15, 2022

BUY
$280.02 - $327.35 $332,383 - $388,564
1,187 New
1,187 $348,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track West Michigan Advisors, LLC Portfolio

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

News

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