A detailed history of Western Pacific Wealth Management, LP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 876 shares of IWM stock, worth $197,669. This represents 0.13% of its overall portfolio holdings.

Number of Shares
876
Previous 876 -0.0%
Holding current value
$197,669
Previous $184,000 3.8%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$162.21 - $204.82 $140,473 - $177,374
866 Added 8660.0%
876 $175,000
Q4 2022

Feb 03, 2023

BUY
$166.81 - $188.05 $1,668 - $1,880
10 New
10 $1,000
Q2 2022

Aug 01, 2022

SELL
$163.9 - $207.91 $630,359 - $799,621
-3,846 Closed
0 $0
Q1 2022

Apr 21, 2022

BUY
$191.52 - $225.32 $383 - $450
2 Added 0.05%
3,846 $789,000
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $815,389 - $932,400
3,844 New
3,844 $855,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP 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 Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.