Core Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Core Wealth Partners LLC

$218 Billion
Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 969 shares of IWM stock, worth $230,118. This represents 0.11% of its overall portfolio holdings.

Number of Shares

969

Previous 1,954 50.41%

Holding current value

$230,118

Previous $422 Million 44.39%

% of portfolio

0.11%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$214.92 - $244.84 $211,696 - $241,167	-985 Reduced 50.41%	969 $235 Million
Q2 2025 Aug 11, 2025	BUY	$174.82 - $215.79 $94,053 - $116,095	538 Added 37.99%	1,954 $422 Million
Q1 2025 May 12, 2025	BUY	$198.1 - $229.79 $62,401 - $72,383	315 Added 28.61%	1,416 $282 Million
Q4 2024 Feb 11, 2025	SELL	$216.13 - $242.4 $4,322 - $4,848	-20 Reduced 1.78%	1,101 $243 Million
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $5,624 - $6,288	28 Added 2.56%	1,121 $248 Million

Q2 2024 Aug 13, 2024	BUY	$192.84 - $209.44 $192 - $209	1 Added 0.09%	1,093 $222 Million
Q1 2024 Apr 19, 2024	BUY	$189.48 - $210.3 $378 - $420	2 Added 0.18%	1,092 $230 Million
Q4 2023 Feb 07, 2024	BUY	$162.21 - $204.82 $176,808 - $223,253	1,090 New	1,090 $219 Million

Others Institutions Holding IWM

# of Institutions

3,022

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Core Wealth Partners LLC Ishares Russell 2000 ETF Transaction History