Brewster Financial Planning LLC Ishares Russell 2000 ETF Transaction History

Brewster Financial Planning LLC

$161 Million
Q4 2025

A detailed history of Brewster Financial Planning LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brewster Financial Planning LLC holds 79,198 shares of IWM stock, worth $18.8 Million. This represents 11.67% of its overall portfolio holdings.

Number of Shares

79,198

Previous 79,580 0.48%

Holding current value

$18.8 Million

Previous $19.3 Million 2.33%

% of portfolio

11.67%

Previous 12.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$236.79 - $250.33 $90,453 - $95,626	-382 Reduced 0.48%	79,198 $18.8 Million
Q3 2025 Oct 08, 2025	BUY	$214.92 - $244.84 $125,943 - $143,476	586 Added 0.74%	79,580 $19.3 Million
Q2 2025 Jul 15, 2025	BUY	$174.82 - $215.79 $894,903 - $1.1 Million	5,119 Added 6.93%	78,994 $17 Million
Q1 2025 Apr 22, 2025	BUY	$198.1 - $229.79 $286,848 - $332,735	1,448 Added 2.0%	73,875 $14.7 Million
Q4 2024 Jan 23, 2025	BUY	$216.13 - $242.4 $326,140 - $365,781	1,509 Added 2.13%	72,427 $16 Million

Q3 2024 Oct 07, 2024	BUY	$200.87 - $224.6 $42,986 - $48,064	214 Added 0.3%	70,918 $15.7 Million
Q2 2024 Jul 18, 2024	BUY	$192.84 - $209.44 $148,293 - $161,059	769 Added 1.1%	70,704 $14.3 Million
Q1 2024 Apr 17, 2024	SELL	$189.48 - $210.3 $57,412 - $63,720	-303 Reduced 0.43%	69,935 $14.7 Million
Q4 2023 Jan 17, 2024	BUY	$162.21 - $204.82 $154,261 - $194,783	951 Added 1.37%	70,238 $14.1 Million
Q3 2023 Oct 17, 2023	BUY	$174.36 - $198.71 $43,066 - $49,081	247 Added 0.36%	69,287 $12.2 Million
Q2 2023 Jul 17, 2023	BUY	$170.4 - $187.93 $112,464 - $124,033	660 Added 0.97%	69,040 $12.9 Million
Q1 2023 Apr 27, 2023	BUY	$170.25 - $198.32 $74,569 - $86,864	438 Added 0.64%	68,380 $12.2 Million
Q4 2022 Jan 13, 2023	BUY	$166.81 - $188.05 $471,238 - $531,241	2,825 Added 4.34%	67,942 $0
Q3 2022 Oct 27, 2022	BUY	$164.17 - $201.07 $21,834 - $26,742	133 Added 0.2%	65,117 $10.7 Million
Q2 2022 Jul 26, 2022	BUY	$163.9 - $207.91 $1,311 - $1,663	8 Added 0.01%	64,984 $11 Million
Q1 2022 Apr 21, 2022	BUY	$191.52 - $225.32 $73,735 - $86,748	385 Added 0.6%	64,976 $13.3 Million
Q4 2021 Jan 24, 2022	BUY	$212.12 - $242.56 $13.7 Million - $15.7 Million	64,591 New	64,591 $14.4 Million

Others Institutions Holding IWM

# of Institutions

3,034

Shares Held

284M

Call Options Held

196M

Put Options Held

483M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brewster Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brewster Financial Planning LLC with notifications on news.

Account

Brewster Financial Planning LLC Ishares Russell 2000 ETF Transaction History