A detailed history of Eagle Wealth Strategies LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Eagle Wealth Strategies LLC holds 979 shares of IWM stock, worth $217,719. This represents 0.16% of its overall portfolio holdings.

Number of Shares
979
Previous 1,050 6.76%
Holding current value
$217,719
Previous $213 Million 1.55%
% of portfolio
0.16%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$200.87 - $224.6 $14,261 - $15,946
-71 Reduced 6.76%
979 $216 Million
Q2 2024

Jul 18, 2024

BUY
$192.84 - $209.44 $578 - $628
3 Added 0.29%
1,050 $213 Million
Q1 2024

Apr 15, 2024

BUY
$189.48 - $210.3 $568 - $630
3 Added 0.29%
1,047 $218 Million
Q4 2023

Feb 05, 2024

BUY
$162.21 - $204.82 $169,347 - $213,832
1,044 New
1,044 $210 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Eagle Wealth Strategies LLC Portfolio

Follow Eagle Wealth Strategies LLC 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 Eagle Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Wealth Strategies LLC with notifications on news.