Sharp Financial Services, LLC Ishares Russell 2000 ETF Transaction History

Sharp Financial Services, LLC

$199 Billion
Q4 2025

A detailed history of Sharp Financial Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sharp Financial Services, LLC holds 2,840 shares of IWM stock, worth $674,443. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,840

Previous 2,992 5.08%

Holding current value

$674,443

Previous $724 Million 3.43%

% of portfolio

0.35%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$236.79 - $250.33 $35,992 - $38,050	-152 Reduced 5.08%	2,840 $699 Million
Q3 2025 Oct 27, 2025	SELL	$214.92 - $244.84 $36,321 - $41,377	-169 Reduced 5.35%	2,992 $724 Million
Q2 2025 Jul 25, 2025	BUY	$174.82 - $215.79 $246,845 - $304,695	1,412 Added 80.73%	3,161 $682 Million
Q1 2025 Apr 29, 2025	SELL	$198.1 - $229.79 $8,716 - $10,110	-44 Reduced 2.45%	1,749 $349 Million
Q4 2024 Jan 17, 2025	BUY	$216.13 - $242.4 $387,521 - $434,623	1,793 New	1,793 $396 Million

Q2 2024 Jul 15, 2024	BUY	$192.84 - $209.44 $378,930 - $411,549	1,965 New	1,965 $399 Million
Q1 2024 Aug 13, 2024	SELL	$189.48 - $210.3 $64,423 - $71,502	-340 Reduced 9.32%	3,310 $696 Million
Q4 2023 Aug 13, 2024	BUY	$162.21 - $204.82 $273,323 - $345,121	1,685 Added 85.75%	3,650 $733 Million

Others Institutions Holding IWM

# of Institutions

3,040

Shares Held

284M

Call Options Held

196M

Put Options Held

483M

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 Sharp Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sharp Financial Services, LLC with notifications on news.

Account

Sharp Financial Services, LLC Ishares Russell 2000 ETF Transaction History