A detailed history of Ascent Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Ascent Group, LLC holds 1,240 shares of IWO stock, worth $387,028. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,240
Previous 1,954 36.54%
Holding current value
$387,028
Previous $558,000 29.03%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$284.45 - $324.95 $203,097 - $232,014
-714 Reduced 36.54%
1,240 $396,000
Q2 2025

Jul 21, 2025

SELL
$224.16 - $285.86 $13,001 - $16,579
-58 Reduced 2.88%
1,954 $558,000
Q1 2025

May 15, 2025

BUY
$254.58 - $302.92 $512,214 - $609,475
2,012 New
2,012 $514,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Ascent Group, LLC Portfolio

Follow Ascent Group, 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 Ascent Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Group, LLC with notifications on news.