A detailed history of World Equity Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, World Equity Group, Inc. holds 3,706 shares of IWM stock, worth $853,565. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,706
Previous 3,333 11.19%
Holding current value
$853,565
Previous $676 Million 21.06%
% of portfolio
0.3%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$200.87 - $224.6 $74,924 - $83,775
373 Added 11.19%
3,706 $819 Million
Q2 2024

Jul 18, 2024

SELL
$192.84 - $209.44 $873,372 - $948,553
-4,529 Reduced 57.61%
3,333 $676 Million
Q1 2024

Jul 18, 2024

BUY
$189.48 - $210.3 $1.49 Million - $1.65 Million
7,862 New
7,862 $1.65 Billion
Q4 2023

Jul 22, 2024

SELL
$162.21 - $204.82 $48,987 - $61,855
-302 Reduced 3.51%
8,310 $1.67 Billion
Q3 2023

Jul 22, 2024

BUY
$174.36 - $198.71 $920,446 - $1.05 Million
5,279 Added 158.39%
8,612 $1.52 Billion
Q2 2023

Aug 26, 2024

BUY
$170.4 - $187.93 $478,142 - $527,331
2,806 Added 337.26%
3,638 $681 Million
Q1 2023

Aug 26, 2024

SELL
$170.25 - $198.32 $425,795 - $495,998
-2,501 Reduced 75.04%
832 $342 Million
Q4 2022

Sep 06, 2024

BUY
$166.81 - $188.05 $97,417 - $109,821
584 Added 18.97%
3,663 $639 Million
Q3 2022

Sep 06, 2024

SELL
$164.17 - $201.07 $41,699 - $51,071
-254 Reduced 7.62%
3,079 $508 Million
Q2 2022

Sep 06, 2024

SELL
$163.9 - $207.91 $24,093 - $30,562
-147 Reduced 4.53%
3,099 $525 Million
Q1 2022

Sep 06, 2024

SELL
$191.52 - $225.32 $16,662 - $19,602
-87 Reduced 2.61%
3,246 $666 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, 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 World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.