Xcel Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 1,606 shares of IWM stock, worth $393,566. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,606
Previous 1,618 0.74%
Holding current value
$393,566
Previous $322,000 7.45%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$174.82 - $215.79 $2,097 - $2,589
-12 Reduced 0.74%
1,606 $346,000
Q1 2025

Apr 28, 2025
SELL
$198.1 - $229.79 $1,782 - $2,068
-9 Reduced 0.55%
1,618 $322,000
Q4 2024

Feb 05, 2025
BUY
$216.13 - $242.4 $10,590 - $11,877
49 Added 3.11%
1,627 $359,000
Q3 2024

Oct 21, 2024
SELL
$200.87 - $224.6 $16,069 - $17,968
-80 Reduced 4.83%
1,578 $348,000
Q2 2024

Jul 23, 2024
BUY
$192.84 - $209.44 $9,642 - $10,472
50 Added 3.11%
1,658 $336,000
Q1 2024

Apr 22, 2024
BUY
$189.48 - $210.3 $304,683 - $338,162
1,608 New
1,608 $338,000

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, 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 Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email