Advance Capital Management, Inc. Ishares Russell 2000 ETF Transaction History

Advance Capital Management, Inc.

$1.66 Billion
Q1 2025

A detailed history of Advance Capital Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Advance Capital Management, Inc. holds 5,216 shares of IWM stock, worth $972,679. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,216

Previous 6,443 19.04%

Holding current value

$972,679

Previous $1.42 Million 26.56%

% of portfolio

0.06%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$198.1 - $229.79 $243,068 - $281,952	-1,227 Reduced 19.04%	5,216 $1.05 Million
Q4 2024 Jan 06, 2025	BUY	$216.13 - $242.4 $23,990 - $26,906	111 Added 1.75%	6,443 $1.42 Million
Q3 2024 Oct 07, 2024	BUY	$200.87 - $224.6 $572,479 - $640,110	2,850 Added 81.85%	6,332 $1.4 Million
Q2 2024 Jul 08, 2024	BUY	$192.84 - $209.44 $392,622 - $426,419	2,036 Added 140.8%	3,482 $706,000
Q1 2024 Apr 04, 2024	SELL	$189.48 - $210.3 $10,610 - $11,776	-56 Reduced 3.73%	1,446 $304,000
Q4 2023 Jan 10, 2024	SELL	$162.21 - $204.82 $213,143 - $269,133	-1,314 Reduced 46.66%	1,502 $301,000
Q3 2023 Oct 13, 2023	BUY	$174.36 - $198.71 $32,082 - $36,562	184 Added 6.99%	2,816 $497,000
Q2 2023 Jul 03, 2023	BUY	$170.4 - $187.93 $79,065 - $87,199	464 Added 21.4%	2,632 $492,000
Q1 2023 Apr 04, 2023	BUY	$170.25 - $198.32 $369,102 - $429,957	2,168 New	2,168 $386,000

Others Institutions Holding IWM

# of Institutions

2,936

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Advance Capital Management, Inc. Ishares Russell 2000 ETF Transaction History