Everhart Financial Group, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Everhart Financial Group, Inc.

$1.05 Billion
Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 690 shares of IWO stock, worth $215,362. This represents 0.02% of its overall portfolio holdings.

Number of Shares

690

Previous 680 1.47%

Holding current value

$215,362

Previous $217,000 0.92%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$310.75 - $335.0 $3,107 - $3,350	10 Added 1.47%	690 $215,000
Q3 2025 Nov 04, 2025	BUY	$284.45 - $324.95 $193,426 - $220,966	680 New	680 $217,000
Q1 2024 May 13, 2024	BUY	$239.5 - $270.8 $180,343 - $203,912	753 New	753 $203,000
Q2 2023 Jul 13, 2023	SELL	$219.8 - $242.66 $2,417 - $2,669	-11 Reduced 1.11%	984 $238,000
Q1 2023 Apr 25, 2023	BUY	$212.51 - $245.01 $850 - $980	4 Added 0.4%	995 $225,000

Q4 2022 Feb 09, 2023	BUY	$205.84 - $231.03 $203,987 - $228,950	991 New	991 $212,000

Others Institutions Holding IWO

# of Institutions

1,154

Shares Held

32.8M

Call Options Held

53.3K

Put Options Held

25.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Everhart Financial Group, Inc. Ishares Russell 2000 Gwt ETF Transaction History