Cyndeo Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.74 Billion
Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 2,484 shares of IWM stock, worth $589,900. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,484

Previous 2,484 -0.0%

Holding current value

$589,900

Previous $601,000 2.0%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$214.92 - $244.84 $5,373 - $6,121	25 Added 1.02%	2,484 $601,000
Q2 2025 Jul 24, 2025	SELL	$174.82 - $215.79 $18,705 - $23,089	-107 Reduced 4.17%	2,459 $530,000
Q1 2025 Apr 17, 2025	BUY	$198.1 - $229.79 $18,621 - $21,600	94 Added 3.8%	2,566 $511,000
Q4 2024 Jan 21, 2025	SELL	$216.13 - $242.4 $41,929 - $47,025	-194 Reduced 7.28%	2,472 $546,000
Q2 2024 Jul 30, 2024	SELL	$192.84 - $209.44 $964 - $1,047	-5 Reduced 0.19%	2,666 $540,000

Q1 2024 Apr 16, 2024	BUY	$189.48 - $210.3 $2,273 - $2,523	12 Added 0.45%	2,671 $561,000
Q4 2023 Jan 12, 2024	SELL	$162.21 - $204.82 $7,299 - $9,216	-45 Reduced 1.66%	2,659 $533,000
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $37,138 - $42,325	-213 Reduced 7.3%	2,704 $477,000
Q2 2023 Jul 27, 2023	SELL	$170.4 - $187.93 $47,200 - $52,056	-277 Reduced 8.67%	2,917 $546,000
Q1 2023 Apr 21, 2023	BUY	$170.25 - $198.32 $66,227 - $77,146	389 Added 13.87%	3,194 $569,000
Q4 2022 Jan 25, 2023	BUY	$166.81 - $188.05 $467,902 - $527,480	2,805 New	2,805 $0

Others Institutions Holding IWM

# of Institutions

3,033

Shares Held

284M

Call Options Held

196M

Put Options Held

484M

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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History