Capital Group Private Client Services, Inc. Ishares Russell 2000 ETF Transaction History

Capital Group Private Client Services, Inc.

  • $5.15 Billion
  • Q3 2025

A detailed history of Capital Group Private Client Services, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 35,774 shares of IWM stock, worth $8.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
35,774
Previous 24,838 44.03%
Holding current value
$8.5 Million
Previous $5.36 Million 61.5%
% of portfolio
0.17%
Previous 0.05%

Shares

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

Nov 13, 2025
BUY
$214.92 - $244.84 $2.35 Million - $2.68 Million
10,936 Added 44.03%
35,774 $8.66 Million
Q2 2025

Aug 13, 2025
BUY
$174.82 - $215.79 $1.34 Million - $1.65 Million
7,640 Added 44.42%
24,838 $5.36 Million
Q1 2025

May 12, 2025
SELL
$198.1 - $229.79 $164,423 - $190,725
-830 Reduced 4.6%
17,198 $3.43 Million
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $10,374 - $11,635
48 Added 0.27%
18,028 $3.98 Million
Q3 2024

Nov 13, 2024
SELL
$200.87 - $224.6 $108,469 - $121,284
-540 Reduced 2.92%
17,980 $3.97 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $337,470 - $366,520
1,750 Added 10.44%
18,520 $3.76 Million
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $36,380 - $40,377
-192 Reduced 1.13%
16,770 $3.53 Million
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $775,201 - $978,834
4,779 Added 39.23%
16,962 $3.4 Million
Q3 2023

Nov 13, 2023
BUY
$174.36 - $198.71 $408,176 - $465,180
2,341 Added 23.79%
12,183 $2.15 Million
Q2 2023

Aug 11, 2023
BUY
$170.4 - $187.93 $89,289 - $98,475
524 Added 5.62%
9,842 $1.84 Million
Q1 2023

May 15, 2023
BUY
$170.25 - $198.32 $374,550 - $436,304
2,200 Added 30.91%
9,318 $1.66 Million
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $244,376 - $275,493
-1,465 Reduced 17.07%
7,118 $1.24 Million
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $590,847 - $723,650
-3,599 Reduced 29.54%
8,583 $1.42 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $1.35 Million - $1.72 Million
8,253 Added 210.05%
12,182 $2.06 Million
Q1 2022

May 16, 2022
BUY
$191.52 - $225.32 $294,749 - $346,767
1,539 Added 64.39%
3,929 $807,000
Q4 2021

Feb 14, 2022
SELL
$212.12 - $242.56 $589,693 - $674,316
-2,780 Reduced 53.77%
2,390 $532,000
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $1.09 Million - $1.2 Million
5,170 New
5,170 $1.13 Million

Others Institutions Holding IWM

# of Institutions
3,021
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. 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 Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email