D. Scott Neal, Inc. Ishares Russell 2000 ETF Transaction History

D. Scott Neal, Inc.

$216 Million
Q3 2025

A detailed history of D. Scott Neal, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, D. Scott Neal, Inc. holds 1,860 shares of IWM stock, worth $441,712. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,860

Previous 1,860 -0.0%

Holding current value

$441,712

Previous $401,000 12.22%

% of portfolio

0.21%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 21, 2022	SELL	$212.12 - $242.56 $73,817 - $84,410	-348 Reduced 15.76%	1,860 $414,000
Q2 2021 Aug 02, 2021	BUY	$211.85 - $232.89 $7,838 - $8,616	37 Added 1.7%	2,208 $506,000
Q1 2021 Apr 30, 2021	SELL	$193.5 - $234.42 $281,155 - $340,612	-1,453 Reduced 40.09%	2,171 $480,000
Q4 2020 Feb 05, 2021	SELL	$152.18 - $199.14 $34,240 - $44,806	-225 Reduced 5.85%	3,624 $710,000
Q2 2020 Jul 16, 2020	SELL	$104.62 - $153.09 $4,707 - $6,889	-45 Reduced 1.16%	3,849 $551,000

Q1 2020 Apr 27, 2020	SELL	$99.9 - $169.53 $5.81 Million - $9.87 Million	-58,197 Reduced 93.73%	3,894 $446,000
Q4 2019 Jan 16, 2020	SELL	$146.46 - $166.68 $352,822 - $401,532	-2,409 Reduced 3.73%	62,091 $10.3 Million
Q3 2019 Oct 16, 2019	SELL	$144.85 - $157.9 $128,916 - $140,531	-890 Reduced 1.36%	64,500 $9.76 Million
Q2 2019 Jul 25, 2019	SELL	$145.86 - $160.71 $233,959 - $257,778	-1,604 Reduced 2.39%	65,390 $10.2 Million
Q1 2019 Apr 11, 2019	SELL	$132.25 - $158.24 $306,952 - $367,275	-2,321 Reduced 3.35%	66,994 $10.3 Million
Q4 2018 Feb 06, 2019	SELL	$125.88 - $166.33 $8.31 Million - $11 Million	-66,000 Reduced 48.78%	69,315 $9.28 Million
Q3 2018 Nov 13, 2018	SELL	$164.2 - $173.02 $745,796 - $785,856	-4,542 Reduced 3.25%	135,315 $22.8 Million
Q2 2018 Aug 15, 2018	SELL	$148.13 - $169.97 $540,822 - $620,560	-3,651 Reduced 2.54%	139,857 $22.9 Million
Q1 2018 Apr 19, 2018	BUY	$145.44 - $159.96 $24,143 - $26,553	166 Added 0.12%	143,508 $21.8 Million
Q4 2017 Feb 16, 2018	BUY	$145.63 - $154.3 $3.06 Million - $3.24 Million	21,005 Added 17.17%	143,342 $21.9 Million
Q3 2017 Oct 18, 2017	BUY	$144.61 - $148.18 $17.7 Million - $18.1 Million	122,337	122,337 $18.1 Million

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 D. Scott Neal, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D. Scott Neal, Inc. with notifications on news.

Account