David Wealth Management LLC Russell Micro Cap ETF Transaction History

David Wealth Management LLC

  • $134 Billion
  • Q2 2025

A detailed history of David Wealth Management LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, David Wealth Management LLC holds 2,067 shares of IWC stock, worth $306,866. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,067
Previous 2,067 -0.0%
Holding current value
$306,866
Previous $229 Million 15.1%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Jan 29, 2025
BUY
$120.3 - $138.84 $248,660 - $286,982
2,067 New
2,067 $269 Million

Others Institutions Holding IWC

# of Institutions
258
Shares Held
4.22M
Call Options Held
17.5K
Put Options Held
6.5K
View Full List

About RUSSELL MICRO CAP ETF

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

Track David Wealth Management LLC Portfolio

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

News

Stay updated on David Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email