Windsor Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Windsor Advisory Group, LLC

$113 Billion
Q3 2025

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 704 shares of IWM stock, worth $167,185. This represents 0.15% of its overall portfolio holdings.

Number of Shares

704

Previous 703 0.14%

Holding current value

$167,185

Previous $152 Million 12.3%

% of portfolio

0.15%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$214.92 - $244.84 $214 - $244	1 Added 0.14%	704 $170 Million
Q2 2025 Aug 14, 2025	SELL	$174.82 - $215.79 $118,877 - $146,737	-680 Reduced 49.17%	703 $152 Million
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $3,565 - $4,136	-18 Reduced 1.28%	1,383 $276 Million
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $4,106 - $4,605	19 Added 1.37%	1,401 $310 Million
Q3 2023 Oct 31, 2023	BUY	$174.36 - $198.71 $1,917 - $2,185	11 Added 0.8%	1,382 $244 Million
Q2 2023 Jul 26, 2023	SELL	$170.4 - $187.93 $32,205 - $35,518	-189 Reduced 12.12%	1,371 $257 Million
Q1 2023 Jun 13, 2023	SELL	$170.25 - $198.32 $68,781 - $80,121	-404 Reduced 20.57%	1,560 $278 Million
Q4 2022 Jun 13, 2023	BUY	$166.81 - $188.05 $327,614 - $369,330	1,964 New	1,964 $342 Million

Others Institutions Holding IWM

# of Institutions

3,026

Shares Held

284M

Call Options Held

229M

Put Options Held

551M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Account

Windsor Advisory Group, LLC Ishares Russell 2000 ETF Transaction History