A detailed history of Bank Plus Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 15,190 shares of IWM stock, worth $3.61 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
15,190
Previous 14,404 5.46%
Holding current value
$3.61 Million
Previous $3.11 Billion 18.28%
% of portfolio
2.17%
Previous 2.06%

Shares

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

Oct 30, 2025

BUY
$214.92 - $244.84 $168,927 - $192,444
786 Added 5.46%
15,190 $3.68 Billion
Q2 2025

Jul 16, 2025

BUY
$174.82 - $215.79 $878,645 - $1.08 Million
5,026 Added 53.59%
14,404 $3.11 Billion
Q1 2025

Apr 25, 2025

SELL
$198.1 - $229.79 $478,609 - $555,172
-2,416 Reduced 20.48%
9,378 $1.87 Billion
Q4 2024

Jan 22, 2025

BUY
$216.13 - $242.4 $2.55 Million - $2.86 Million
11,794 New
11,794 $2.61 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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