Aegis Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Aegis Wealth Management LLC

  • $177 Billion
  • Q4 2025

A detailed history of Aegis Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 14,189 shares of IWM stock, worth $3.37 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
14,189
Previous 16,908 16.08%
Holding current value
$3.37 Million
Previous $4.09 Billion 14.62%
% of portfolio
1.97%
Previous 2.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
SELL
$236.79 - $250.33 $643,832 - $680,647
-2,719 Reduced 16.08%
14,189 $3.49 Billion
Q3 2025

Nov 05, 2025
BUY
$214.92 - $244.84 $2.65 Million - $3.01 Million
12,308 Added 267.57%
16,908 $4.09 Billion
Q4 2024

Mar 07, 2025
BUY
$216.13 - $242.4 $994,198 - $1.12 Million
4,600 New
4,600 $1.02 Billion

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

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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