A detailed history of Wingate Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 201 shares of IWM stock, worth $45,576. This represents 0.04% of its overall portfolio holdings.

Number of Shares
201
Holding current value
$45,576
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$216.13 - $242.4 $43,442 - $48,722
201 New
201 $44.5 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth 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 Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.